Medical Specialist Financial Planner

Artemis Recruitment Consultants Ltd; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm is seeking experienced Financial Planners specializing in advising medical professionals. This role offers the chance to work within a growing team that values expertise and encourages professional development. Responsibilities include advising clients on financial strategies, managing relationships, and utilizing provided leads. A competitive salary, bonuses, and equity shares are on offer, making this an ideal opportunity for those in the financial planning sector.

Benefits

Comprehensive onboarding support

Flexible working environment

Equity shares

Qualifications

• Experience in financial planning with a focus on the medical sector.
• Strong understanding of the McCloud Remedy.
• Proven record of advising clients effectively.

Responsibilities

• Advise medical professionals on financial planning.
• Manage client relationships and provide support.
• Utilize leads provided during the restriction period.

Skills

Understanding of NHS Pension Scheme

Advising medical professionals

Client management

Job description

An exciting opportunity has opened for Financial Planners who specialise in advising medical professionals . As this specialist area continues to grow, we’re seeking experienced planners with a strong understanding of the NHS Pension Scheme and the McCloud Remedy .

If you’re already working in this space and looking for a new home for you and your clients, this could be the perfect next step. Our clients firm is a fast-growing Chartered Independent Financial Advice practice, consistently recognised among the top advisory firms in the UK.

What’s in it for you?

• All leads provided during your restriction period.
• Comprehensive onboarding support for both you and your clients.
• A collaborative, flexible working environment.
• The opportunity to make a real impact within a growing specialist division.

Join a team where your expertise is valued and your professional growth is fully supported.

This position offers a competitive salary, bonus and equity shares.

If you are interested, please submit your CV to Sam at Artemis Recruitment.