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Financial Advisor - Oxfordshire

Reed Insurance
Job LocationBasingstoke
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

I am recruiting on behalf of a National, highly successful IFA Practice who are looking to recruit a skilled Financial Advisor to support the Medical NHS Teams. This is an amazing opportunity for someone who is Diploma Qualified and an advisor with theability to carry out presentations and reports on behalf of the NHS Teams.

  • You will provide holistic Independent Financial Advice to prospective and existing British Medical Association (BMA) members based on their financial requirements.
  • You will be responsible for generating business by networking and also responding to incoming enquiries. This will involve meeting clients, delivering seminars and presentations to medical professionals, conducting comprehensive fact finds and presentingthe most appropriate financial advice for your clients.
  • This role specialises within our specialist Medical division working closely with BMA members at all levels across the NHS. Your clients will be medical professionals who are looking to plan in order to secure their financial futures and who will benefitfrom your expert advice
Expectations and ability:- A company that wants you to be a success and will do everything to make it happen! A company that will invest heavily in your professional development and keep you at the leading edge of technology A company that will give you the time to focus on advice and service, not get bogged down by administration A company that will give you the freedom to do whats best for your clientRESPONSIBILITIES:- Provide holistic financial planning to prospective and existing clients Hold seminars and present to BMA members at all levels across the NHS Compile accurate planning reports that reflect client requirements and meet our internal quality standards Undertake regular fact-finding, presentations and service review meetings with clients Maintain and ensure client information is kept up-to-date Strive to recognise new business opportunities Follow up on all enquiries in a timely manner Ensure on-going continuous professional development Always put your clients firstEXPERIENCE & SKILLS Diploma Level 4 qualified Proven track record of working as a Financial Adviser Be motivated and driven to exceed business targetsThis is an amazing opportunity for a driven Advisor or paraplanner looking to step into advising- salary a base of 35k plus great potential

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