Financial Advisor
Mimatt Consultancy Limited
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
Reference: WJ-5107_14650443