Financial Adviser

1 week ago

Edinburgh, United Kingdom Mattioli Woods Full time
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

      BENEFITS YOU GET IN RETURN:

      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
      • group pension
      • 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.#

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