Ready to elevate your career as a financial adviser? Join Mattioli Woods!
Are you a driven, recently qualified financial adviser who has been in the role for six to twelve months or so and looking for your next big opportunity? If you’re feeling limited in your current role, now’s the time to step up and join our advisory team in Liverpool.
We’re on the hunt for talented financial advisers who are ready to make a real impact. At Mattioli Woods, you’ll be part of a forward-thinking team that values excellence, innovation, and client-first solutions.
Why join us?
This role isn’t just a job – it’s a chance to shape your future in a company where your expertise is truly valued. You’ll be at the forefront of delivering exceptional client service and regulated financial advice, while supporting both internal and external stakeholders.
What we’re looking for:
To excel in this role, you’ll need:
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Qualifications: Level 4 Diploma in Financial Planning
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Experience: a minimum of six to twelve months as a financial adviser
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Expertise: a strong understanding of pensions and wealth management planning
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Skills: outstanding communication, negotiation, and technical analysis abilities
About the role:
As a financial adviser at Mattioli Woods, you’ll work as a part of a team and deliver top-quality holistic financial planning advice tailored to our clients’ unique goals/objectives and circumstances. Your responsibilities will include:
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offering technical and investment advice across all aspects of wealth management
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building and maintaining long-term client relationships through exceptional service and advice
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researching, analysing, and communicating complex financial information in an accessible way
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staying informed on relevant regulations and market developments to provide compliant and effective solutions
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adhering to the highest standards of integrity and professionalism
What you’ll bring to the team:
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a proactive mindset with the ability to simplify complex information for a diverse audience
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strong literacy, numeracy, and IT skills to support research and data analysis
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a passion for delivering tailored advice that drives positive client outcomes
Why Mattioli Woods?
When you join us, you’re not just taking on a role – you’re becoming part of a dynamic team that’s reshaping the future of financial planning. With opportunities for growth, a collaborative culture, and a commitment to excellence, we’ll help you achieve your career goals while making a real difference in our clients’ lives.
Are you ready to unlock your full potential?
Apply today and take the next step in your career with Mattioli Woods!
Mattioli Woods London, England Office
Third Floor, Mayfair, London, United Kingdom, W1K 2JB
