Elevate your career as a financial adviser at Mattioli Woods
Are you an experienced financial adviser and feeling limited in your current role? We're looking for professionals like you to join our advisory teams in Aberdeen, Edinburgh, or Glasgow.
We are recruiting for experienced financial advisers to join our teams in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.
The role is fundamental to the success of Mattioli Woods and successful applicants will be responsible for providing excellent customer service, regulated financial advice to clients, and support to both internal and external stakeholders.
The successful applicants will:
Have a Level 4 Diploma in Financial Planning
Have a minimum of 2 years’ experience in a Financial Adviser capacity
Have a strong understanding of the full range of pensions and wealth management planning solutions
Be highly driven, self-motivated, have high initiative, and be a good team player
Be able to research, analyse, and interpret a diverse range of highly technical information
Possess excellent communication and negotiation skills
Have excellent literacy, numeracy, and IT skills
Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
Have an ethical and professional approach to work
MORE ABOUT THE ROLE: Reporting to a Team Director, you will provide a proactive, personal, and holistic financial planning service to our clients. Always ensuring they receive accurate information and are advised on the most suitable solutions that meet their individual objectives and circumstances.
You will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
Provide technical and investment advice on all aspects of client’s requirements and wealth management planning
Create, build, and maintain long-term client relationships through quality of service and advice
Communicate information to clients in a manner appropriate for their level of understanding
Maintain own knowledge of current affairs and the potential impact on client issues
Explain the potential benefits and disadvantages of various products and services recommended to clients
Conduct research and data analysis for both the client and special projects
Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role
Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
Adopt an open, honest approach and deal with all client affairs with integrity
In addition to excellent career progression, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. This opportunity presents excellent career progression, with fantastic opportunities for promotion.
Your benefits package includes the following:
Highly competitive salary and bonus scheme (dependant on experience)
Life Assurance
Income Protection
Health Cash Plan
Flexible benefits to suit you!
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
Our selection process We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
#J-18808-Ljbffr
Are you an experienced financial adviser and feeling limited in your current role? We're looking for professionals like you to join our advisory teams in Aberdeen, Edinburgh, or Glasgow.
We are recruiting for experienced financial advisers to join our teams in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.
The role is fundamental to the success of Mattioli Woods and successful applicants will be responsible for providing excellent customer service, regulated financial advice to clients, and support to both internal and external stakeholders.
The successful applicants will:
Have a Level 4 Diploma in Financial Planning
Have a minimum of 2 years’ experience in a Financial Adviser capacity
Have a strong understanding of the full range of pensions and wealth management planning solutions
Be highly driven, self-motivated, have high initiative, and be a good team player
Be able to research, analyse, and interpret a diverse range of highly technical information
Possess excellent communication and negotiation skills
Have excellent literacy, numeracy, and IT skills
Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
Have an ethical and professional approach to work
MORE ABOUT THE ROLE: Reporting to a Team Director, you will provide a proactive, personal, and holistic financial planning service to our clients. Always ensuring they receive accurate information and are advised on the most suitable solutions that meet their individual objectives and circumstances.
You will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
Provide technical and investment advice on all aspects of client’s requirements and wealth management planning
Create, build, and maintain long-term client relationships through quality of service and advice
Communicate information to clients in a manner appropriate for their level of understanding
Maintain own knowledge of current affairs and the potential impact on client issues
Explain the potential benefits and disadvantages of various products and services recommended to clients
Conduct research and data analysis for both the client and special projects
Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role
Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
Adopt an open, honest approach and deal with all client affairs with integrity
In addition to excellent career progression, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. This opportunity presents excellent career progression, with fantastic opportunities for promotion.
Your benefits package includes the following:
Highly competitive salary and bonus scheme (dependant on experience)
Life Assurance
Income Protection
Health Cash Plan
Flexible benefits to suit you!
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
Our selection process We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
#J-18808-Ljbffr
