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