Financial Adviser

1 month ago

Leicester, United Kingdom Mattioli Woods Full time
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:
have a Level 4 Diploma in Financial Planning
have a minimum of 2 years’ experience in a Financial Adviser capacity
have strong understanding of the full range of pensions and wealth management planning solutions
be highly driven, self-motivated, have high initiative and be a good team player
be able to research, analyse and interpret a diverse range of highly technical information
possess excellent communication and negotiation skills
have excellent literacy, numeracy, and IT skills
be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
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:
provide technical and investment advice on all aspects of client’s requirements and wealth management planning
create, build and maintain long-term client relationships, through quality of service and advice
communicate information to clients in a manner appropriate for their level of understanding
maintain own knowledge of current affairs and the potential impact on client issues
explain the potential benefits and disadvantages of various products and services recommended to clients
conduct research and data analysis for both the client and special projects
keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
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:
Highly competitive salary and bonus scheme (dependant on experience)
Group Pension
Life Assurance
Income Protection
Health Cash Plan

Don’t forget, it is flexible so that means you can pick benefits to suit you#

  • Financial Adviser

    1 month ago

    Leicester, Leicester, United Kingdom Mattioli Woods Full time

    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...

  • Financial Adviser

    2 weeks ago

    Leicester, United Kingdom Recruit UK Full time

    Job Title: Financial Adviser Industry: Financial Planning Location: Leicester Salary: OTE £100,000 Job Reference: 9203 Job Description: Are you interested in the flexibility to work remotely, but still be part of a collaborative team? Do you want to work for a firm where you will inherit a substantial client bank and get continued support from a strong lead...

  • Financial Advisor

    4 days ago

    Leicester, United Kingdom Quilter Financial Planning Full time

    ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully...

  • Trainee Financial Adviser

    1 month ago

    Leicester, United Kingdom Mattioli Woods Full time

    We are currently recruiting for highly motivated individuals to join the December 2024 intake for our Trainee Adviser academy. This is a 12 month in-house fully funded programme where you will gain valuable knowledge and undertake the Level 4 Diploma in Regulated Financial Planning.Our engaging and stimulating programme isthe perfect start to your career in...

  • Trainee Financial Adviser

    4 weeks ago

    Leicester, Leicester, United Kingdom Mattioli Woods Full time

    We are currently recruiting for highly motivated individuals to join the December 2024 intake for our Trainee Adviser academy. This is a 12 month in-house fully funded programme where you will gain valuable knowledge and undertake the Level 4 Diploma in Regulated Financial Planning.Our engaging and stimulating programme isthe perfect start to your career in...

  • Wealth Adviser

    3 months ago

    Leicester, United Kingdom Brevere Group Full time

    **Have you recently made the step into a Financial Advisory role, looking to join a wealth established firm where you can focus on offering an exceptional wealth management service to private clients?** Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is...

  • Senior Independent Financial Adviser

    2 months ago

    Leicester, United Kingdom Idex Full time

    Senior Independent Financial Adviser HNW clients to inherit across Leicestershire, Derby and Coventry. Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing directly authorised business to service and develop top end clients and professional relationships. Clients are largely made up of wealth...

  • Administrator - Independent Financial Adviser (Ifa)

    2 weeks ago

    Leicester, United Kingdom Medlock Partners Full time €26,000

    IFA Administrator, Leicestershire based  Hybrid working Salary up to £26,000 (Experience dependant) Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial...

  • School Financial Adviser

    1 month ago

    Leicester, United Kingdom Ackerman Pierce Ltd Full time

    Job Opportunity: School Financial Advisor (Leicestershire) £19.11 Per Hour Umbrella Are you passionate about education and finance? Do you have a knack for financial management systems like SIMS FMS or Access? We're looking for dynamic and innovative individuals to join our team as School Financial Advisors. If you're ready to make a difference in...

  • School Financial Adviser

    1 month ago

    Leicester, United Kingdom Ackerman Pierce Ltd Full time

    Job Opportunity: School Financial Advisor (Leicestershire)£19.11 Per Hour UmbrellaAre you passionate about education and finance? Do you have a knack for financial management systems like SIMS FMS or Access? We're looking for dynamic and innovative individuals to join our team as School Financial Advisors. If you're ready to make a difference in the...

  • School Financial Adviser

    1 month ago

    Leicester, Leicester, United Kingdom Ackerman Pierce Ltd Full time

    Job Opportunity: School Financial Advisor (Leicestershire) 19.11 Per Hour UmbrellaAre you passionate about education and finance? Do you have a knack for financial management systems like SIMS FMS or Access? We're looking for dynamic and innovative individuals to join our team as School Financial Advisors. If you're ready to make a difference in the...

  • Trainee Mortgage Adviser

    2 weeks ago

    Leicester, United Kingdom Pinstripe Personnel Full time

    Trainee Mortgage & Protection Adviser UK Wide - Remote, Home Based Full Training - Realistic OTE £40,000+ in your first year - OTE £100,000 afterwards An award winning, directly authorised Mortgage And Insurance Broker has an exciting opportunity for a Trainee Mortgage and Protection Advisers. The firm is expanding its Mortgage and Protection team across...

  • Mortgage and Protection Adviser Trainee

    1 week ago

    Leicester, Leicester, United Kingdom Pinstripe Personnel Full time

    Job Opportunity: Trainee Mortgage and Protection AdviserAbout the Role:We are seeking a highly motivated and ambitious individual to join our team as a Trainee Mortgage and Protection Adviser. As a Trainee, you will have the opportunity to gain industry-recognised qualifications and develop a successful career in financial services.Key...

  • Financial Advisor

    7 days ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management:In order to make an application, simply read through the following job description and make sure to attach relevant documents.Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings: Employed opportunity with a bank of clients provided. Are...

  • Financial Planning Team Leader

    3 days ago

    Leicester, United Kingdom Premier Jobs UK Full time

    This Financial Planning Team Leader is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves.Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing...

  • Financial Advisor

    2 weeks ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management: Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings : Employed opportunity with a bank of clients provided. Are you: Someone who has a client-centric approach and mindset Someone who thrives on developing strong and lasting...

  • Financial Advisor

    3 weeks ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management:Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings: Employed opportunity with a bank of clients provided. Are you:Someone who has a client-centric approach and mindsetSomeone who thrives on developing strong and lasting professional...

  • Financial Advisor

    4 days ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management:To be considered for an interview, please make sure your application is full in line with the job specs as found below.Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings: Employed opportunity with a bank of clients provided. Are you:Someone who...

  • Financial Advisor

    2 weeks ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management: Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings : Employed opportunity with a bank of clients provided. Are you: Someone who has a client-centric approach and mindset Someone who thrives on developing strong and lasting...

  • Financial Advisor

    3 weeks ago

    Leicester, United Kingdom St. James’s Place Full time

    Narwal Wealth Management:Job Title: Adviser Location: Leicester Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Earnings: Employed opportunity with a bank of clients provided. Are you:Someone who has a client-centric approach and mindsetSomeone who thrives on developing strong and lasting professional...