Ready to elevate your career as a financial adviser? Join Mattioli Woods!
Are you a driven, recently qualified financial adviser who has been in the role for six to twelve months or so and looking for your next big opportunity? If you’re feeling limited in your current role, now’s the time to step up and join our advisory team in Preston.
We’re on the hunt for talented financial advisers who are ready to make a real impact. At Mattioli Woods, you’ll be part of a forward-thinking team that values excellence, innovation, and client-first solutions.
Why join us?
This role isn’t just a job – it’s a chance to shape your future in a company where your expertise is truly valued. You’ll be at the forefront of delivering exceptional client service and regulated financial advice, while supporting both internal and external stakeholders.
What we’re looking for:
To excel in this role, you’ll need:
Qualifications: Level 4 Diploma in Financial Planning
Experience: a minimum of six to twelve months as a financial adviser
Expertise: a strong understanding of pensions and wealth management planning
Skills: outstanding communication, negotiation, and technical analysis abilities
About the role:
As a financial adviser at Mattioli Woods, you’ll work as a part of a team and deliver top-quality holistic financial planning advice tailored to our clients’ unique goals/objectives and circumstances. Your responsibilities will include:
offering technical and investment advice across all aspects of wealth management
building and maintaining long-term client relationships through exceptional service and advice
researching, analysing, and communicating complex financial information in an accessible way
staying informed on relevant regulations and market developments to provide compliant and effective solutions
adhering to the highest standards of integrity and professionalism
What you’ll bring to the team:
a proactive mindset with the ability to simplify complex information for a diverse audience
strong literacy, numeracy, and IT skills to support research and data analysis
a passion for delivering tailored advice that drives positive client outcomes
Why Mattioli Woods?
When you join us, you’re not just taking on a role – you’re becoming part of a dynamic team that’s reshaping the future of financial planning. With opportunities for growth, a collaborative culture, and a commitment to excellence, we’ll help you achieve your career goals while making a real difference in our clients’ lives.
Are you ready to unlock your full potential?
Apply today and take the next step in your career with Mattioli Woods!
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
