Financial Adviser

Financial Planner - East Midlands

Ref: 60Tuesday 8 June 2021

£50,000 - £60,000 + Bonus

You will be out on the road with the head office in Birmingham (this Is not an office-based role)

Remunerations: Basic salary: £50,000 - £60,000 + Bonus

You will be running pre-paid for seminars to provide a range of staff inducing Clerical, Doctors and Directors specific NHS Financial Advice on their pensions.

You will be responsible for providing advice to staff working for the NHS. The role involves meeting clients, delivering seminars and presentations to a range of professionals with in the medical sphere, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

 

To be considered:

 

This role specialises within our specialist Medical division working closely with staff  at all levels across the NHS. 

Your clients will be medical professionals who are looking to plan in order to secure their financial futures and who will benefit from your expert advice

Provide holistic financial planning advise

 

Skills:

 

Undertake regular fact-finding, presentations and service review meetings with clients

Maintain and ensure client information is kept up-to-date

Previous experience of advising medical staff is essential

Strive to recognise new business opportunities

Follow up on all enquiries in a timely manner

Diploma Qualified

Always put your clients first