Financial Adviser (Medical Professionals)

Would you like to work for a truly independent wealth firm with great earning potential, complete flexibility, full admin and paraplanning support, and a culture that everyone wants to be a part of?

The purpose of this role is to provide holistic financial advice to prospective and existing medical professionals. You will be responsible for generating business by networking and also responding to and managing 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.

To be considered for this role, you must Diploma Level 4 qualified, proven track record of working as a Financial Adviser and have the motivation and drive to exceed business targets.

What will your day to day role look like?

• Provide holistic financial planning to prospective and existing clients
• Compile accurate investment reports that reflect client requirements and meet internal business standards
• Undertake regular fact-finding, presentations and service review meeting with clients
• Maintain and ensure client files are kept up to date
• Strive to recognise new business opportunities
• Follow up on all enquiries in a timely manner
• Generate a business pipeline level sufficient to meet your business targets
• Ensure on-going continuous professional development

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