Specialist Financial Adviser for Medical Professionals

Wesleyan; Wigan; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services company in the UK seeks a Specialist Financial Adviser to support medical professionals with their financial needs. The successful candidate will provide tailored financial advice on life insurance, pensions, and investments while leveraging a collaborative environment and dedicated support teams. A QCF Level 4 qualification is essential, alongside a commitment to building lasting client relationships. This role offers a salary range of £50,000 - £60,000 with OTE of £79,000 and various benefits.

Benefits

Bonus scheme potential up to 160% of salary

28 days holiday plus bank holidays

Car allowance

Pension scheme with company match

Life assurance

Flexible training and development programs

Employee assistance program

Qualifications

• QCF Level 4 qualified and Competent Advisor Status are essential.
• Experience providing financial planning in a regulated environment is preferred.
• Demonstrated ability to nurture and grow a customer base.

Responsibilities

• Provide quality financial advice on life insurance, pension, and wealth management.
• Develop strategies for client engagement to drive loyalty.
• Build connections with medical professionals to address their financial needs.

Skills

Customer relationship building

Financial planning expertise

Strong communication skills

Listening skills

Strategic thinking

Education

QCF Level 4 qualification

Chartered status

Job description

A leading financial services company in the UK seeks a Specialist Financial Adviser to support medical professionals with their financial needs. The successful candidate will provide tailored financial advice on life insurance, pensions, and investments while leveraging a collaborative environment and dedicated support teams. A QCF Level 4 qualification is essential, alongside a commitment to building lasting client relationships. This role offers a salary range of £50,000 - £60,000 with OTE of £79,000 and various benefits.