UA-185291695-1 Employed Financial Planner Medical, Jobs, 139

Employed Financial Planner - Medical

Financial Planner - UK

Ref: 139Tuesday 21 September 2021

£30,000 - £40,000

This is an exciting opportunity for a new Financial Adviser with medical experience to join a National financial planning firm with a fantastic reputation.


Responsibilities

  • Provide holistic financial planning to prospective and existing clients
  • Hold seminars and present to BMA members at all levels across the NHS
  • Compile accurate planning reports that reflect client requirements and meet our internal quality standards
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Maintain and ensure client information is kept up-to-date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Ensure on-going continuous professional development
  • Always put your clients first

Skills

  • Level 4 Diploma qualified
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets