Financial Adviser - Medical Specialist

Financial Planner - West Midlands

Ref: 300Tuesday 31 May 2022

£40,000 - £60,000

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

Remunerations: Basic salary: £40,000 - £60,000 - Bonus £70,000 - £80,000

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 within the medical sphere, conducting comprehensive fact finds, and presenting the most appropriate financial advice for your clients.

Liaising with the Technical Manager 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.

The team is very friendly and outgoing, they work in a goal-oriented environment. They are developing a new revenue stream and will need an experienced Adviser to help deal with the influx of enquiries from this as well. They are able to provide an opportunity for you to get involved in the strategy  operational side of the business


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



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 inquiries in a timely manner

Diploma Qualified

Always put your clients first

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