Dental Wealth Specialist: Personal & Practice Growth

Wesleyan Group; Leeds; Ibrido; GBP 70.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Car allowance £6,050 per year

Company matched pension up to 2% (up 2

Life assurance – four times base pay

Bonus scheme up to 160% of salary per/

28 days holiday + bank holidays

Volunteering days – two days per year

Discounts across major brands

Descrizione del lavoro

Wesleyan Group is seeking a Dental Specialist Financial Advisor to provide personal and business financial advice to dental professionals across our network in the UK. You will join a team focused on deepening client relationships, expanding expertise, and delivering complex advice with autonomy to tailor solutions to individual customer needs.

You'll benefit from an onboarding programme, access to high-quality dental leads, dedicated paraplanning support, and a collaborative culture that values

Competenze

• QCF Level 4 qualified (essential) and Competent Advisor Status.
• Chartered status would be advantageous.
• Experience of providing financial planning in a regulated environment with complex advice.
• Proven history of nurturing and growing a customer base.
• Ambitious attitude with a business growth mindset.
• Proven ability to build long-lasting customer relationships.
• Innovation and practicality supporting optimal outcomes for customers and business.
• Continuous thirst for knowledge to better serve customers.

Mansioni

• Provide quality specialist financial advice on life cover, pensions, investments, wealth management and Inheritance Tax to dentists and their practices.
• Formulate client engagement strategies to drive acquisition and long-term loyalty.
• Develop genuine connections by understanding clients' financial needs and aspirations and the value of specialist advice.
• Build relationships with dental partnerships to understand ongoing challenges and tailor advice.
• Collaborate with support teams to deliver efficient, timely outcomes for customers.

Conoscenze

QCF Level 4

Competent Advisor Status

Regulated financial planning

Grow customer base

Growth mindset

Customer relationship building

Ethical integrity

Strong communication

Descrizione del lavoro

Wesleyan Group is seeking a Dental Specialist Financial Advisor to provide personal and business financial advice to dental professionals across our network in the UK. You will join a team focused on deepening client relationships, expanding expertise, and delivering complex advice with autonomy to tailor solutions to individual customer needs.

You'll benefit from an onboarding programme, access to high-quality dental leads, dedicated paraplanning support, and a collaborative culture that values