Financial Adviser – Medical Clients
Locations -Basingstoke, Bath, Cambridge, Cardiff, Exeter, London
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.
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