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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For the Financial Advisor position at Mimatt Consultancy Limited, we are reviewing applications now.
The Financial Advisor role at Mimatt Consultancy Limited is now open for applications in Leeds, England, United Kingdom.