Specialist Financial Adviser for Medical Professionals

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

Job summary

A leading financial services organization is seeking a Specialist Financial Adviser to provide tailored financial advice to UK Medical Professionals. This role offers autonomy in managing client relationships while providing comprehensive support from dedicated teams. Ideal candidates will be QCF Level 4 qualified with strong communication skills and a passion for building long-term customer relationships. The starting salary ranges from £50,000 to £60,000 with an OTE of £79,000 and numerous benefits including a bonus scheme and personal development opportunities.

Benefits

28 days holiday plus bank holidays

Bonus scheme with potential to earn 160% of salary

Car allowance

Pension scheme with company match

Life assurance

Training programmes

Qualifications

• QCF Level 4 qualified and Competent Advisor Status.
• Experience in financial planning in a regulated environment.
• Proven history of building long-lasting customer relationships.

Responsibilities

• Provide financial advice on life insurance, pensions, and wealth management to medical professionals.
• Develop client engagement strategies for loyalty.
• Build deep understanding of customer financial needs.

Skills

Customer relationship building

Communication skills

Strategic thinking

Ethical integrity

Active listening

Education

QCF Level 4 qualified

Chartered status

Job description

A leading financial services organization is seeking a Specialist Financial Adviser to provide tailored financial advice to UK Medical Professionals. This role offers autonomy in managing client relationships while providing comprehensive support from dedicated teams. Ideal candidates will be QCF Level 4 qualified with strong communication skills and a passion for building long-term customer relationships. The starting salary ranges from £50,000 to £60,000 with an OTE of £79,000 and numerous benefits including a bonus scheme and personal development opportunities.