-
Financial Adviser
3 weeks ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
-
Financial Adviser
1 week ago
Ortus PSR London, United KingdomOpportunity for Experienced Advisers who want to be part of a supportive eco-system. Our client works with Advisers who have over £20Million Assets Under Management to expand their client bank. You will be supported by a business coach, Marketing and Paraplanning team. They have ...
-
Financial Adviser
1 week ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
-
Financial Adviser
2 weeks ago
Page Personnel London, United KingdomThis is a chance to join a growing Financial Advisory firm · - This role offers a competitive salary and bonus package. · **About Our Client**: · My client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients acros ...
-
Financial Adviser
1 week ago
Jigsaw Recruitment London, United KingdomApply · **Financial Adviser**: Home based position covering South East London and the surrounding area£45,000 to £85,000 with excellent benefits that include a company car · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. ...
-
Financial Adviser
2 weeks ago
Artemis Recruitment Consultants Ltd London, United KingdomFinancial Services · London · 17/02/2023 · Type of Position: Financial Adviser - London · Pay: £60k - £90k OTE · **Financial Adviser - London**: · Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial servi ...
-
Financial Adviser
2 weeks ago
JDC Professional Recruitment Ltd London, United Kingdom**City of London + Hybrid 2 days from home** · **Salary of £50,000 - £55,000 per annum** · **_Are you looking for an opportunity to join an ambitious company, become part of a client-centric team, and help grow the business?_** · You're an experienced Financial Adviser with at le ...
-
Financial Adviser
1 week ago
MB Fitzgerald London, United KingdomOur client is currently seeking to recruit for a Financial Planner to join their London based team and take over an existing client portfolio. · We are working with leading Wealth Management business at present who seek to appoint a new Financial Planner to their team in London. ...
-
Financial Adviser
2 weeks ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
-
Financial Adviser
3 weeks ago
Foresters Financial London, United KingdomWe have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you s ...
-
Financial Adviser
1 week ago
WTW London, United Kingdom**The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest pension scheme clients. Our guidance and advice ser ...
-
Financial Adviser
2 weeks ago
Willis Towers Watson London, United KingdomFinancial Adviser · - London, GB · April 07, 2023 · **The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest ...
-
Financial Adviser
1 week ago
Recruitment Solutions (Folkestone) London, United Kingdom**Recruitment Solutions is working exclusively on behalf of a leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, across the South-East and Surrey. It currently requires an experienced Independent Financial Advisor, to develop t ...
-
Financial Adviser
1 day ago
Ortus PSR London, United KingdomOpportunity for Experienced Advisers who want to be part of a supportive eco-system. Our client works with Advisers who have over £20Million Assets Under Management to expand their client bank. You will be supported by a business coach, Marketing and Paraplanningteam. They have a ...
-
Financial Adviser
3 days ago
Financial Divisions London, United KingdomFollowing a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey,Sussex and London, my clie ...
-
Financial Adviser
5 days ago
M&G plc England, United KingdomAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to m ...
-
Trainee Financial Adviser
6 days ago
Burgh Recruitment Ltd (Financial Services) London, United Kingdom**Trainee Financial Adviser** · **Location: London, Canary Wharf and central London** · **Salary: Up to £35k (depending on experience) + Benefits + Training & Development** · **An excellent opportunity has arisen for a highly motivated individual to join a well established Partne ...
-
Trainee Financial Adviser
2 weeks ago
Recruit UK London, United Kingdom**Job Title: Associate Adviser** · **Location: London** · **Salary: £35,000** · **Job Ref: 7237** · **Job Description: TraineeFinancial Adviser** · Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity t ...
-
Trainee Financial Adviser
2 weeks ago
CFP JOBS London, United Kingdom**Employed Trainee Independent Financial Adviser** · Our client is a highly established and successful independent financial advisory firm who have significant recognition for the provision of tailored advice. · This is a unique opportunity to join the organisation as a Trainee F ...
-
Independent Financial Adviser
3 weeks ago
Clever-HR London, United KingdomOur client, a well-established and successful independent financial advisory firm, are looking for a charismatic and driven Financial Adviser to join their team. · As a result of a period of continued success and growth, the firm are able to provide the successful individual with ...
Financial Adviser - United Kingdom - Mattioli Woods Group
Description
We are recruiting for several qualified and experienced wealth management financial advisers to join our teams in Scotland 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