Financial Advisor

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

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