Employed Financial Planner Medical

Financial Planner - UK

Ref: 139Tuesday 29 March 2022

£30,000 - £40,000

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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
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