4,748

Investment Analyst jobs in United Kingdom

Specialist Financial Adviser for Medical Professionals

Wesleyan

Wigan
Hybrid
GBP 50,000 - 60,000
16 days ago
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Specialist Financial Adviser

Wesleyan

Wigan
Hybrid
GBP 50,000 - 60,000
16 days ago

Strategic Head of Finance – Education Trust

RM Recruit

Tyseley
Hybrid
GBP 60,000 - 80,000
16 days ago

Head Of Finance

RM Recruit

Tyseley
Hybrid
GBP 60,000 - 80,000
16 days ago

Hybrid Senior DC Pensions Investment Advisor

Marsh & McLennan Companies

City of Edinburgh
Hybrid
GBP 60,000 - 80,000
16 days ago
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Mixed Tax Manager - Henley on Thames

Clark Wood

England
On-site
GBP 60,000 - 80,000
16 days ago

Senior Research Technician: Formulation Lab Innovator

Centre for Process Innovation Limited

Sedgefield
On-site
GBP 26,000 - 34,000
16 days ago

Senior PKI & Key Management Consultant (Remote)

DXC Technology

Cowbridge
Remote
GBP 70,000 - 90,000
16 days ago
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Corporate Tax Manager - Newcastle

Clark Wood

Newcastle upon Tyne
On-site
GBP 50,000 - 70,000
16 days ago

Senior Research Technician

Centre for Process Innovation Limited

Sedgefield
On-site
GBP 26,000 - 34,000
16 days ago

Interim Group Finance Director - 15-Month FTC (Hybrid)

Matchtech

Whiteley
Hybrid
GBP 120,000 - 140,000
16 days ago

Charity Box Field Fundraising Officer

Noor Relief Fund (NRF)

Stanmore
On-site
GBP 26,000 - 28,000
16 days ago

Interim Group Finance Director

Matchtech

Whiteley
Hybrid
GBP 120,000 - 140,000
16 days ago

Mixed Tax Manager for OMBs & SMEs – Wolverhampton

Clark Wood

Wolverhampton
On-site
GBP 50,000 - 60,000
16 days ago

Mixed Tax Manager - Nottingham

Clark Wood

Nottingham
On-site
GBP 60,000 - 80,000
16 days ago

Mixed Tax Manager

Clark Wood

Wolverhampton
On-site
GBP 50,000 - 60,000
16 days ago

Care Finance Specialist: Assessments & Direct Payments

Birmingham City Council

Birmingham
On-site
GBP 30,000 - 40,000
16 days ago

Trust Finance Director

GRAVENEY SCHOOL

Greater London
On-site
GBP 125,000 - 150,000
16 days ago

Strategic CFO for Manufacturing & Growth

A Leading Local Conglomerate

United Kingdom
On-site
GBP 100,000 - 150,000
16 days ago

Chief Financial Officer (CFO)

A Leading Local Conglomerate

United Kingdom
On-site
GBP 100,000 - 150,000
16 days ago

Financial Reporting & Analytics Manager (Hybrid)

Michael Page

England
Hybrid
GBP 60,000 - 70,000
16 days ago

Financial Reporting Manager

Michael Page

England
Hybrid
GBP 60,000 - 70,000
16 days ago

Interim Group Finance Director | 15-Month FTC | Hybrid

Matchtech

England
Hybrid
GBP 120,000 - 140,000
16 days ago

Mixed Tax Manager - Henley on Thames

Clark Wood - Tax Recruitment

Henley-on-Thames
On-site
GBP 60,000 - 80,000
16 days ago

Interim Group Finance Director

Matchtech

England
Hybrid
GBP 120,000 - 140,000
16 days ago

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Specialist Financial Adviser for Medical Professionals
Wesleyan
Wigan
Hybrid
GBP 50,000 - 60,000
Full time
16 days ago

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.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.