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GCB Agency Recruitment Grantham, United KingdomLocation: · Lincolnshire, Grantham · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · Up to £65,000 basic, £100,000+ OTE · - Published: · - Expiry date: · Our clients, a well-respected Financial Planning firm in Grantham are currently looking for an ex ...
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Financial Adviser
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Financial Adviser
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BWD Search & Selection Coventry, United KingdomBWD are supporting a long established national advisory business in the recruitment of a qualified and ambitious financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunitieswithin the team. · Working ...
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Financial Adviser
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GCB Recruitment Leicester, United KingdomAre you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option? · Our clients are a leading and well-established Financial Planners based in the Leicester area, and are currently looking for a Financial Advisor to join their team due to busi ...
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Trainee Financial Adviser
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CAPIO RECRUITMENT LIMITED Derby, United Kingdom**Job Title: Trainee Financial Adviser** · **Location: Derby** · **Salary: £26,000 - £28,000** · **The Company**: · The opportunity to join a National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpf ...
Financial Adviser - Leicester, United Kingdom - Mattioli Woods Group
Description
We are recruiting for several qualified and experienced wealth management financial advisers to join our teams in Leicester,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.
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.
The successful candidate will be responsible for delivering top quality holistic financial planning advice to a portfolio of clients.
providing technical and investment advice as well as wealth management for clients' financial affairscreating, building, and maintaining long-term client relationships, through good quality service and advice
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)
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
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
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.
#As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
