Financial Advisor

Mimatt Consultancy Limited; Leeds; Hybrid; GBP 30,000 - 50,000; Part time

Benefits offered by this job

Attractive commission structure

Flexible scheduling around family commitments

Job summary

Mimatt Consultancy Limited is seeking a qualified Financial Advisor to work with healthcare clients in the United Kingdom. The role offers part-time hours, allowing flexibility around family commitments while ensuring career development opportunities.

Responsibilities include providing tailored financial advice, conducting financial planning reviews, and maintaining long-term client relationships. Candidates must have a Level 4 Diploma in Financial Planning and at least 3 years of advisory experience.

Qualifications

• Minimum 3 years advisory experience in financial planning.
• FCA registration and good standing required.
• Valid driving licence necessary.

Responsibilities

• Provide tailored financial advice to healthcare professionals.
• Conduct comprehensive financial planning reviews.
• Present investment and pension solutions.
• Maintain regulatory compliance and documentation.
• Build long-term client relationships.
• Meet agreed KPIs and sales targets.

Skills

Communication skills

Presentation skills

Client relationship management

Education

Level 4 Diploma in Financial Planning

Job description

Exciting contract opportunity for a qualified Financial Advisor to work with our healthcare clients on flexible terms. Ideal for someone seeking work-life balance without compromising on career development. Part-time hours (2-3 days per week).

Key Responsibilities

• Provide tailored financial advice to healthcare professionals
• Conduct comprehensive financial planning reviews
• Present investment and pension solutions
• Maintain regulatory compliance and documentation
• Build long-term client relationships
• Meet agreed KPIs and sales targets

Requirements

• Level 4 Diploma in Financial Planning (DipCII/CEFP)
• FCA registration and good standing
• Minimum 3 years advisory experience
• Strong presentation and communication skills
• Valid driving licence
• Proven track record in wealth management
• Attractive commission structure
• Flexible scheduling around family commitments