Specialist Financial Adviser

RSM UK Group LLP.; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A prominent financial advisory firm in Manchester is seeking a Specialist Financial Adviser. This role involves providing tailored financial advice to medical professionals, including Hospital Doctors and GPs. Ideal candidates will have experience in a regulated environment and strong customer relationship skills. The position offers flexibility, a supportive culture, and opportunities for personal and professional development through dedicated marketing support and medical insights.

Qualifications

• Experience in a regulated environment.
• Qualified to provide financial planning.
• Proven ability to nurture and grow a customer base.

Responsibilities

• Provide quality specialist financial advice on life insurance, pension, investment, and wealth management.
• Formulate client engagement strategies for long-term loyalty.
• Develop a deep understanding of customer financial needs and aspirations.

Skills

Customer relationship skills

Financial planning

Ability to deliver complex advice

Business growth mindset

Job description

Are you a financial advisor looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field? Would you like to become a trusted partner to our UK Medical Professionals? Do you want to help shape brighter financial futures for your customers whilst building your own? Are you looking for a supportive and caring culture that provides you with autonomy on how you manage your customers and workload? If you have answered yes to any of the above and are looking for a career as a Specialist Financial Adviser the below might be of interest to you.

How we will support you in the role

• We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Medical professionals.
• Following an initial assessment of your advice, experience and knowledge, we will enrol you on a bespoke onboarding programme that will cater to your learning requirements to allow you to excel as a recognised specialist that delivers complex advice to GP's and Hospital Doctors in your respective territory.
• As well as having the ability to generate your own leads, our award‑winning Marketing team will also provide you with high quality Medical leads with strong potential for conversion.
• You will have dedicated support from our Medical Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex advice to your customers.
• We have a sizable team of Medical Relationship Co‑ordinators who will book your appointments and work closely with you to ensure the schedule works for you.
• Flexibility to manage workload and personal life.
• Joining a team that has partnerships & affinities with Medical professionals and is recognised by the Royal College of General Practitioners which allows our Advisors to gain knowledge and insights from these specialist areas.
• Personal development (relationship development, profile building, qualifications, increasing number of product licenses).
• A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a best in class service that benefits you, our customers and our business.
• You will have autonomy to use your expertise to determine what advice and products are best for your customer.

How you will support your customers

• Put Hospital Doctors and GPs at the heart of what you do by using your expertise to be their critical friend that provides quality specialist financial advice on life insurance, pension, investment, wealth management and Inheritance Tax to truly maximise their wealth opportunities and individual needs.
• Formulate client engagement strategies to drive acquisition and long‑term loyalty.
• You will build a genuine connection with your customers by developing a deep understanding of their financial needs and aspirations and by demonstrating the value and difference that your specialist financial advice can make to their future as well as their families' and business.
• Develop relationships with our medical partnerships and affinities to understand the ongoing challenges that medical professionals are facing, which you will then take into account when providing advice. This in turn will demonstrate to your customers that you are an educated trusted partner to their profession.
• Build successful relationships with the wider support teams and offer suggestions on how we can collaboratively deliver the best possible outcome to our customers in an efficient and timely way.

Qualifications and Experience

We are looking for a financial advisor with experience in a regulated environment, strong customer relationship skills, and the ability to deliver complex advice to GP's and Hospital Doctors. Candidates should be qualified to provide financial planning, have a demonstrated ability to nurture and grow a customer base, and possess a strong business growth mindset.

Equal Opportunity Statement

We are an equal opportunities employer and are committed to building a diverse inclusive workforce. All applicants will receive equal consideration regardless of race, gender, sexual orientation, disability or how you identify.