At a Glance
- Tasks: Provide holistic financial planning advice to medical professionals and manage your own client portfolio.
- Company: Rapidly expanding, independently owned IFA firm focused on the medical and dental sectors.
- Benefits: Competitive salary of £50k to £70k, exceptional quarterly bonuses, and flexible working from home.
- Other info: Opportunity for growth as the firm expands across the North of England.
- Why this job: Join a successful team and make a real impact in the medical sector with your expertise.
- Qualifications: Experience in financial planning and knowledge of NHS pension schemes preferred.
The predicted salary is between 50000 - 70000 £ per year.
A rapidly expanding, independently owned IFA firm are looking to appoint an Adviser to a key strategic role they have on Merseyside. Covering the Wirral, Liverpool and West Cheshire, this organisation is focused on the medical and dental sectors and is looking to appoint an individual with experience in the medical sector. They have had phenomenal growth in the South and are now looking to replicate this success initially in the North West but then generally across the North of England. A client portfolio and connections to further grow your book will be provided.
To be successful in the role you will have:
- Experience of providing holistic financial planning advice to Private Clients.
- Ideally, you will have experience of the medical sector and working with clients in both the NHS and private practice.
- Be confident in discussing NHS pension scheme and planning services that would benefit those in the industry.
- Show an understanding of protection for individuals running practices.
- Be comfortable presenting to and working with medical professionals on industry specific matters.
- Able to work from home and manage your own diary and appointments.
- Liaising with administration and paraplanning teams to ensure all client matters are dealt with and all documentation etc. is correct for research and reports to be undertaken.
In return you will receive a salary of £50k to £70k depending on experience and track record, benefits and exceptional quarterly bonus.
Independent Financial Advisor in Liverpool employer: Ferguson Dean
Join a rapidly expanding, independently owned IFA firm that prioritises employee growth and offers a supportive work culture. With a focus on the medical and dental sectors, this role provides the unique opportunity to work closely with professionals in the NHS and private practice while enjoying the flexibility of remote work. Benefit from a competitive salary, exceptional quarterly bonuses, and a client portfolio to help you thrive in your career on Merseyside.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the medical sector and let them know you're on the lookout for opportunities. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of NHS pension schemes and financial planning specific to medical professionals. We want you to feel confident discussing these topics, so practice makes perfect!
✨Tip Number 3
Showcase your experience! When you get the chance to present yourself, highlight your past successes in providing holistic financial advice. Use real-life examples that demonstrate your understanding of the medical sector.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Independent Financial Advisor in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in the medical sector and your ability to provide holistic financial planning advice. We want to see how your background aligns with the needs of our clients in the NHS and private practice.
Showcase Your Skills:When writing your cover letter, emphasise your confidence in discussing NHS pension schemes and your understanding of protection for individuals running practices. This will help us see how you can add value to our team.
Be Professional Yet Approachable:Remember, you're applying to work with medical professionals, so strike a balance between professionalism and approachability in your application. We appreciate candidates who can communicate effectively with our clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of the medical sector, especially NHS pension schemes and financial planning for medical professionals. Being able to discuss these topics confidently will show that you're not just familiar with the industry but also genuinely interested in helping clients.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully provided holistic financial advice to private clients, particularly in the medical field. This will help demonstrate your expertise and how you can add value to their firm.
✨Practice Your Presentation Skills
Since you'll be presenting to medical professionals, it’s crucial to practice how you communicate complex financial concepts clearly and concisely. Consider doing mock presentations with friends or family to get comfortable with your delivery.
✨Be Ready to Discuss Your Network
Think about your existing connections within the medical sector and how they could benefit the firm. Be prepared to discuss how you plan to leverage these relationships to grow your client portfolio and contribute to the firm's expansion in the North West.
