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Financial Adviser – Medical Clients

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The Role

The purpose of this role is to provide holistic financial advice to prospective and existing British Medical Association (BMA) members based on their financial requirements.

You will be responsible for generating business by networking and also responding to incoming enquiries. This will involve meeting clients, delivering seminars and presentations to medical professionals, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

This role specialises within our specialist Medical division working closely with BMA members at all levels across the NHS. Our clients are individuals of varying net worth value who are looking to plan in order to secure their financial futures.


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


Experience & Skills

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


Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence


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