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 team in Leicester.
We are recruiting for experienced financial advisers to join our team in Leicester 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:
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have a Level 4 Diploma in Financial Planning
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have a minimum of 2 years’ experience in a Financial Adviser capacity
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have strong understanding of the full range of pensions and wealth management planning solutions
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be highly driven, self-motivated, have high initiative and be a good team player
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be able to research, analyse and interpret a diverse range of highly technical information
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possess excellent communication and negotiation skills
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have excellent literacy, numeracy, and IT skills
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be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
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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 in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
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provide technical and investment advice on all aspects of client’s requirements and wealth management planning
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create, build and maintain long-term client relationships, through quality of service and advice
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communicate information to clients in a manner appropriate for their level of understanding
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maintain own knowledge of current affairs and the potential impact on client issues
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explain the potential benefits and disadvantages of various products and services recommended to clients
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conduct research and data analysis for both the client and special projects
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keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
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adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
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adopt an open, honest approach and deal with all aspect client affairs with integrity
BENEFITS YOU GET IN RETURN:
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:
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Highly competitive salary and bonus scheme (dependant on experience)
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Group Pension
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Life Assurance
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Income Protection
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Health Cash Plan
Don’t forget, it is flexible so that means you can pick benefits to suit you!#
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
