Medical Specialist Financial Adviser - Autonomy & Growth

Wesleyan; Lancashire; On-site; GBP 50,000 - 60,000; Full time

Job summary

A financial services organization seeks a Specialist Financial Adviser to work with UK medical professionals. This role emphasizes building strong customer relationships and providing tailored financial advice, including life insurance, pensions, and wealth management. The successful candidate will have a QCF Level 4 qualification and experience in financial planning within a regulated environment. A supportive culture and strong development opportunities are offered, along with a competitive salary and bonus structure.

Benefits

Starting salary of £50,000 - £60,000

Bonus scheme

28 days holiday plus bank holidays

Car allowance of £6,050 per year

Great pension scheme

Life assurance

Flexible benefits

Volunteering days

Qualifications

• Experience in providing financial planning in a regulated environment.
• Ability to nurture and grow a customer base.
• Strong communication and active listening skills.

Responsibilities

• Provide quality specialist financial advice to medical professionals.
• Develop engagement strategies to drive acquisition and loyalty.
• Understand customers' financial needs and aspirations.

Skills

Customer relationship building

Financial planning

Communication

Strategic thinking

Education

QCF Level 4 qualification

Chartered status

Job description

A financial services organization seeks a Specialist Financial Adviser to work with UK medical professionals. This role emphasizes building strong customer relationships and providing tailored financial advice, including life insurance, pensions, and wealth management. The successful candidate will have a QCF Level 4 qualification and experience in financial planning within a regulated environment. A supportive culture and strong development opportunities are offered, along with a competitive salary and bonus structure.