Specialist Financial Adviser

Are you a financial advisor that is 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 be in the unique position of being able to provide both personal and business financial advice to our Dental Professionals within a company with a strong commercial proposition?

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

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

If you have answered yes to any of the above and are looking for a career as a Specialist Financial Adviser the below might be of interest to you:

• You will be part of a team of Dental Specialist Financial Advisors that are different to any others in the industry who have access to a unique and entrepreneurial client base, many of which have multiple practices.
• We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Dental 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 Dentists 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 Dental leads with strong potential for conversion.
• You will have dedicated support from our Dental Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex personal and business advice to your customers.
• We have a sizable team of Dental Relationship Co-ordinators 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 Dental professionals which allows our Advisors to gain knowledge and insights from these specialist areas.
• Personal development (relationship development, profile building, qualifications, increasing number of product licenses).
• A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a premium service to our Dental professionals 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 customer.

• Put Dentists at the heart of what you do by using your expertise to be their critical friend that provides quality specialist financial advice on life insurance, pension, investment, wealth management and Inheritance Tax to truly maximise their wealth opportunities individual and business needs.
• Formulate client engagement strategies to drive acquisition and long-term loyalty.
• You will build a genuine connection with your customers by developing a deep understanding of their financial needs and aspirations and by demonstrating the value and difference that your specialist financial advice can make to their future as well as their families' and business'.
• Develop relationships with our dental partnerships and affinities to understand the ongoing challenges that Dental professionals are facing, which you will then consider when providing advice. This in turn will demonstrate to your customers that you are an educated trusted partner to their profession.
• Build successful relationships with the wider support teams and offer suggestions on how we can collaboratively deliver the best possible outcome to our customers in an efficient and timely way.

• QCF Level 4 qualified (essential) and Competent Advisor Status.
• Chartered status would be advantageous.
• Experience of providing financial planning in a regulated environment and ideally used to working with complex advice and experience wealth management.
• A demonstrated ability to nurture and grow a…