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Financial Planning Specialist

2 months ago

Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time
Unlock Your Potential as a Financial Adviser at Mattioli Woods Group

Elevate your career in financial services with a leading UK-based wealth management company.

We are seeking an experienced Financial Adviser to join our teams in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.

About the Role

As a Financial Adviser at Mattioli Woods Group, you will play a vital role in delivering exceptional customer service, providing regulated financial advice to clients, and supporting internal and external stakeholders.

  • Hold a Level 4 Diploma in Financial Planning
  • Have a minimum of 2 years' experience in a Financial Adviser capacity
  • Have a strong understanding of pensions and wealth management planning solutions

You will report to a Team Director and be responsible for providing a proactive, personal, and holistic financial planning service to our clients.

Key Responsibilities
  • Deliver top-quality holistic financial planning advice to a portfolio of retail clients
  • Provide technical and investment advice on all aspects of client requirements and wealth management planning
  • Create, build, and maintain long-term client relationships through quality of service and advice
  • Conduct research and data analysis for clients and special projects
  • Stay up-to-date with relevant regulations, legislation, policies, and procedures
  • Adhere to compliance procedures and comply with the Financial Conduct Authority (FCA) regulations
What We Offer

In addition to excellent career progression, training, and support, you will enjoy a great office environment and the opportunity to participate in charity fundraising events and social activities.

Your benefits package includes:

  • Highly competitive salary and bonus scheme (dependent on experience)
  • Life Assurance
  • Health Cash Plan
  • Flexible benefits to suit you