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When a retiring IFA hands over the business they have spent a career building, the experience of that transition matters, to them, to their clients, and to us. At Mattioli Woods, we are looking for someone who knows the IFA market from the inside, and who has the relationship skills, commercial judgement, and operational discipline to make every transition work.
The successful applicant will be the person they trust to guide them through one of the most significant decisions of their professional lives, and the person who ensures the integration delivers for everyone involved.
The opportunity
Reporting to the Managing Director of Wealth, you will manage the end-to-end journey; from early engagement through to full integration. You will work in close partnership with the Director of Merger & Acquisitions, who originates and sources deals, and take ownership of execution and relationship management from that point forward.
This is not a project management role, and it is not a business development role. It is a role for someone who has spent their career in financial services, understands what retiring advisers care about, and can build the kind of trust that makes a difficult transition feel straightforward.
What we're looking for
- Minimum of ten years' experience in financial services or wealth management - you will understand the IFA sector from the inside, not just in principle
- Demonstrable experience managing relationships with retiring or senior IFA professionals, and a genuine understanding of what drives their decisions
- Deep familiarity with the IFA market: the regulatory environment, the sensitivities of client book transitions, and what a good outcome looks like for an adviser and their clients
- Strong coordination and delivery skills, with the ability to manage multiple concurrent transactions without losing the personal touch
- Excellent interpersonal skills - empathy, discretion, and the ability to build genuine trust at a senior level are essential
- Commercial awareness and the ability to assess the risk and suitability of acquisition opportunities
- A relevant financial services qualification is desirable; Diploma in Financial Planning, CFA, or equivalent would be an advantage
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What you'll be doing
- Managing a pipeline, from initial engagement through to completion
- Acting as the primary point of contact and trusted guide for retiring advisers and principals throughout the process
- Leading the integration of acquired client books and businesses into the Group's wealth management structure
- Coordinating across compliance, operations, People, and client-facing teams to ensure smooth and timely delivery
- Overseeing the onboarding of advisers who join the business as part of an acquisition
- Monitoring integration progress and reporting on milestones, client retention, and return on investment to senior leadership
- Contributing to the ongoing development of the integration playbook, capturing learnings from each deal
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What's in it for you
- Competitive salary and performance-linked incentive structure
- Hybrid working model combining home and Leicester office-based collaboration
- The opportunity to shape and scale a strategically important national growth initiative
- Access to a highly experienced leadership team and strong internal infrastructure
- 34.5-hour working week
- 25 days' holiday plus statutory holidays, increasing with service
- Pension scheme with 5% employer contribution
- Health cash plan, life assurance and group income protection
- Ongoing training, development and long-term career opportunities within a supportive and ambitious culture
Mattioli Woods is committed to creating an inclusive workplace and encourages applications from people of all backgrounds. We welcome different perspectives and are proud to foster a culture where colleagues feel supported, respected, and able to thrive.
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