Financial Adviser – Medical Clients

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for advisers who thrive on making a positive impact on people’s lives. We work at pace but as one team.

You will provide holistic Independent 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. 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

If you’re the right kind of adviser to join us, you’ll find:

• A company that wants you to be a success and will do everything we can to make it happen
• A company that will invest heavily in your professional development and keep you at the leading edge of technology
• A company that will give you the time to focus on advice and service, not get bogged down by administration
• A company that will give you the freedom to do what’s best for your client

• 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

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

• Be Reliable
• Think Independently
• Create Confidence