Specialist Financial Adviser - Talent Pool

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 financial advice to our Dental, Education or Medical Professionals?

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 :

Within our Dental, Education and Medical Sectors we are looking to engage with talented Financial Advisers around the UK to discuss upcoming vacancies. We are keen to speak with both newly qualified Advisers who are looking to kick start their career and more experienced Advisers looking for a new rewarding role.

Please click the apply now button to register your interest in our future roles.

• We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Dental, Education or 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 your customers
• As well as having the ability to generate your own leads, our award-winning Marketing team will also provide you with high quality leads with strong potential for conversion.
• You will have dedicated support from our 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 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
• 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 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 customer

• Put your customers 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 partnerships and affinities to understand the ongoing challenges that Dental, Education or Medical 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 be able to nurture a grow a customer base
• An ambitious attitude with a business growth mindset
• Proven history of being…