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    Financial Advisor - United Kingdom - Mattioli Woods Group

    Mattioli Woods Group
    Mattioli Woods Group United Kingdom

    1 week ago

    Default job background
    Description

    We are recruiting for several qualified and experienced wealth management financial advisers to join our teams in Leatherhead on a full-time, permanent basis.

    Reporting to a Team Director, the successful candidates 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.

    The role is fundamental to the success of Mattioli Woods and the right candidate will be responsible for providing excellent customer service, regulated financial advice to clients and support to both internal and external stakeholders.

    RESPONSIBILITIES

    The successful candidate will be responsible for delivering top quality holistic financial planning advice to a portfolio of clients.

    Other responsibilities may include, but are not limited to:

    providing technical and investment advice as well as wealth management for clients' financial affairs

    creating, building, and maintaining long-term client relationships, through good quality service and advice

    communicating information to clients in a manner appropriate for their level of understanding

    maintaining knowledge of current affairs and the potential impact these can have on clients

    explaining the potential advantages and disadvantages of various products and services recommended to clients

    conducting research and data analysis for both clients and special projects

    keeping up to date with all relevant regulations, legislation, policies, and procedures relevant to the role

    adhering to compliance procedures and complying with the regulations of the Financial Conduct Authority (FCA)

    adopting an open, honest approach and dealing with all aspects of clients' affairs with integrity

    WHAT YOU NEED TO SUCCEED

    highly driven, self-motivated, good initiative and a good team player

    a Level 4 Diploma in Financial Planning

    minimum of six months' experience in a financial adviser capacity

    full understanding of pensions and wealth management planning solutions is essential

    able to research, analyse and interpret technical information

    possess excellent communication and negotiation skills

    excellent literacy, numeracy, and IT skills

    able to convey complex information to a wide variety of people with various levels of understanding, both written and verbally

    an ethical and professional approach to work

    As well as an excellent career progression with fantastic opportunities for promotion you will be part of a national wealth management business with an in-house training programme. You will also have access to technical teams to help with complex planning as well as a specialist investment team to help navigate clients through these complex times.

    Your benefits package includes the following:

    share incentive plan

    life assurance

    income protection

    health cash plan

    As well as being part of a great team you will also have the exciting opportunity to take part in social events such as charity fundraising and other social activities on a regular basis.#

    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
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