Financial Planning Specialist
1 month ago
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 RoleAs 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
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
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