At a Glance
- Tasks: Provide tailored financial advice and conduct comprehensive planning for healthcare professionals.
- Company: Join a dynamic team focused on work-life balance and career growth.
- Benefits: Attractive commission structure and flexible scheduling to fit your lifestyle.
- Other info: Ideal for those seeking a fulfilling career without compromising personal commitments.
- Why this job: Make a real difference in clients' lives while enjoying part-time hours.
- Qualifications: Level 4 Diploma in Financial Planning and minimum 3 years advisory experience.
The predicted salary is between 30000 - 40000 £ per year.
Exciting contract opportunity for a qualified Financial Advisor to work with our healthcare clients on flexible terms. Ideal for someone seeking work-life balance without compromising on career development. Part-time hours (2-3 days per week).
Key Responsibilities
- Provide tailored financial advice to healthcare professionals
- Conduct comprehensive financial planning reviews
- Present investment and pension solutions
- Maintain regulatory compliance and documentation
- Build long-term client relationships
- Meet agreed KPIs and sales targets
Requirements
- Level 4 Diploma in Financial Planning (DipCII/CEFP)
- FCA registration and good standing
- Minimum 3 years advisory experience
- Strong presentation and communication skills
- Valid driving licence
- Proven track record in wealth management
- Attractive commission structure
- Flexible scheduling around family commitments
Financial Advisor in Leeds employer: Mimatt Consultancy Limited
Mimatt Consultancy Limited is an exceptional employer located in Bristol, offering a nurturing and supportive environment for Early Years Educators. With a strong focus on employee growth and development, the company provides clear pathways for career progression while fostering a collaborative team culture that values passion and dedication to early childhood education.
Contact Details:
Mimatt Consultancy Limited Recruitment Team
