I applied online. The process took 4 weeks. I interviewed at Mattioli Woods
Interview
Understand the values and learn about the firms acquisitions and details about SIPP/SSAS/ISAs. Detailed research on wealth management is also required. Interviews may also be grilling depending on the interviewers.
I applied through a recruiter. The process took 2 weeks. I interviewed at Mattioli Woods (Leicester, England) in May 2025
Interview
The 2/3 interviews were all okay. They also made me do a questionnaire and excel assessment which was easy.
Following accepting the offer the date of my start date was incorrect twice and my address was incorrect. The third party they use to verify things was awful and still chasing me for things despite being a month into the job. Also lack of response and direction on next steps for HR was frustrating.
Interview questions [1]
Question 1
What is the renewals process for healthcare /Group risk.
Dealing with difficult clients
How many policies doing I current look after a year and portfolio value.
Super easy going - it was mostly average interview based questions (why the firm? Why the role?). Lasted around 45 minutes with 2 interviewers. More conversational and no technical questions were asked about the role.
