Specialist Financial Adviser for Medical Pros

Wesleyan Group; City of Westminster; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking a Specialist Financial Adviser to support UK Medical Professionals in achieving their financial goals. This role offers autonomy in managing clients, with a strong emphasis on building relationships and providing tailored financial advice. Candidates must be QCF Level 4 qualified, with a demonstrated ability to nurture customer relationships and provide complex financial planning. The position comes with competitive compensation, professional development opportunities, and a supportive culture.

Benefits

Bonus scheme

28 days holiday plus bank holidays

Car allowance

Life assurance

Flexible benefits

Employee assistance programme

Qualifications

• Experience in providing financial planning in a regulated environment.
• Demonstrated ability to nurture and grow a customer base.
• Strong communication and active listening skills.

Responsibilities

• Provide quality specialist financial advice to hospital doctors and GPs.
• Develop genuine connections with customers to understand their financial needs.
• Collaborate with support teams for efficient outcomes.

Skills

Customer relationship management

Financial planning

Strategic thinking

Communication skills

Innovation

Education

QCF Level 4 qualified

Chartered status (advantageous)

Job description

A leading financial services organization is seeking a Specialist Financial Adviser to support UK Medical Professionals in achieving their financial goals. This role offers autonomy in managing clients, with a strong emphasis on building relationships and providing tailored financial advice. Candidates must be QCF Level 4 qualified, with a demonstrated ability to nurture customer relationships and provide complex financial planning. The position comes with competitive compensation, professional development opportunities, and a supportive culture.