Specialist Financial Adviser

Posted 3 days ago; Be among the first 25 applicants.

Are you a financial advisor looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field?

Would you like to become a trusted partner to our UK Medical Professionals?

Do you want to help shape brighter financial futures for your customers whilst building your own success?

Are you looking for a supportive and caring culture that provides you with autonomy on how you manage your customers and workload?

Responsibilities

• We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Medical professionals.
• Following an initial assessment of your advice, experience and knowledge, we will enrol you on a bespoke onboarding programme that will cater to your learning requirements to allow you to excel as a recognised specialist that delivers complex advice to GP's and Hospital Doctors in your respective territory.
• As well as having the ability to generate your own leads, our award‑winning marketing team will also provide you with high‑quality medical leads with strong potential for conversion.
• You will have dedicated support from our medical paraplanning team as well as from the wider administrative teams, giving you time to focus on using your expertise to deliver complex advice to your customers.
• We have a sizable team of Medical Relationship Coordinators who will book your appointments and work closely with you to ensure the schedule works for you.
• Flexibility to manage workload and personal life.
• Joining a team that has partnerships & affinities with medical professionals and is recognised by the Royal College of General Practitioners which allows our advisors to gain knowledge and insights from these specialists.
• Personal development (relationship development, profile building, qualifications, increasing number of product licences).
• A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a best‑in‑class service that benefits you, our customers and our business.
• You will have autonomy to use your expertise to determine what advice and products are best for your customers.

Qualifications

• QCF Level 4 qualified (essential).
• Competent Advisor Status; Chartered status would be advantageous.
• Experience of providing financial planning in a regulated environment and ideally working with complex advice and wealth management.
• A demonstrated ability to nurture and grow a customer base.
• An ambitious attitude with a business growth mindset.
• Proven history of building long‑lasting and meaningful customer relationships.
• Innovation and practicality that supports optimum outcomes for you, our customers and our business.
• A continuous thirst for knowledge that will support you in seeking better ways to serve your customers.
• A strategic and innovative thinker with a pragmatic and inquisitive mindset.
• Someone that is trustworthy, acts with ethical integrity.
• Experience in identifying challenges that will impact customers and establishing solutions.
• Strong communication and active listening skills who takes the time to truly understand the customer's needs, and leverages their expertise to offer thoughtful, tailored recommendations.
• Experience of working against income budgets.

Benefits

• Starting salary of £50,000 - £60,000 with an optional OT of £79,000.
• Bonus scheme with a potential to earn 160% of salary per year (40% per quarter) with an additional maximum on‑target behaviour bonus of 15% (7.5% typical payout).
• 28 days holiday plus bank holidays, increasing to 30 days after 5 years at Wesleyan.
• Car allowance of £6,050 per year.
• Great pension scheme – company matched plus 2% (up to 10%).
• Life assurance worth four times base pay.
• Personal development – great training programmes and support with external qualifications.
• Flexible benefits – travel loan/car parking scheme, cycle‑to‑work programme and medical cover.
• Discounts across major brands in retail, health, wellbeing and leisure.
• Volunteering days – two days a year off work to volunteer for a worthy cause.
• Salary sacrifice scheme for ultra‑low‑emission cars (electric and plug‑in hybrids).
• Employee assistance programme – we help you take care of yourself.
• Employment Details
• Seniority level: Associate
• Employment type: Full‑time
• Job function: Finance

All applicants will receive equal consideration in their application regardless of race, gender, sexual orientation, disability or how you identify.

We encourage applications from diverse backgrounds.

We are committed to a diverse workforce and are signatories of the Women in Finance Charter and members of Stonewall’s Diversity Champions programme.

The role is subject to regulatory requirements; relevant checks will be carried out during recruitment.

A criminal record check and credit check will apply, and ongoing checks are part of the Group SMCR Framework (Fit & Proper Policy).

You must have the legal right to live and work in the UK, and we will not sponsor immigration.

Any unsolicited submissions from agencies will be accepted as a direct application and no fees will be payable.

We reserve the right to close or extend application dates based on application numbers.

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