Specialist Financial Adviser for Dental & Medical Pros

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

Job summary

A financial services organization in the UK seeks a Specialist Financial Adviser to provide expert advice to Dental, Education, and Medical professionals. This role emphasizes building strong client relationships and offers robust support through training and resources. Candidates should meet QCF Level 4 qualifications and have experience in the financial sector. Benefits include a salary range of £50,000-£60,000, a bonus scheme, and extensive personal development opportunities, all within a supportive work culture.

Benefits

Bonus scheme allowing up to 160% of salary

28 days holiday plus bank holidays

Car allowance

Company matched pension scheme

Flexible benefits including medical cover

Volunteering days

Qualifications

• QCF Level 4 qualification is essential.
• Experience in providing complex financial advice in a regulated environment.
• Proven ability to build and maintain customer relationships.

Responsibilities

• Provide specialist financial advice to clients in Dental, Education, and Medical sectors.
• Develop client engagement strategies to drive acquisition and long-term loyalty.
• Build relationships and understand clients' financial needs.

Skills

QCF Level 4 qualified

Strong communication skills

Experience in financial planning

Ability to nurture customer relationships

Strategic thinker

Education

Chartered status

Job description

A financial services organization in the UK seeks a Specialist Financial Adviser to provide expert advice to Dental, Education, and Medical professionals. This role emphasizes building strong client relationships and offers robust support through training and resources. Candidates should meet QCF Level 4 qualifications and have experience in the financial sector. Benefits include a salary range of £50,000-£60,000, a bonus scheme, and extensive personal development opportunities, all within a supportive work culture.