Financial Adviser - Southampton, United Kingdom - Ortus PSR
Description
You will be out on the road with the head office in Birmingham (this is not an office-based role)
**Remunerations: Basic salary: £50,000 - £80,000 + Bonus is activated at - validation**You will be responsible for providing advice to staff working for the NHS. The role involves meeting clients, delivering seminars and presentations to a range of professionals within the medical sphere, conducting comprehensive fact finds, and presentingthe most appropriate financial advice for your clients.
Liaising with the Technical Manager you will be running pre-paid for seminars to provide a range of staff inducing Clerical, Doctors and Directors specific NHS Financial Advice on their pensions.
They are developing a new revenue stream and will need an experienced Adviser to help deal with the influx of enquiries from this as well.
They are able to provide an opportunityfor you to get involved in the strategyoperational side of the businessTo be considered:
This role specialises within our specialist Medical division working closely with staff 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 benefit from your expert advice
Provide holistic financial planning advise
Skills:
Undertake regular fact-finding, presentations, and service review meetings with clients
Maintain and ensure client information is kept up-to-date
Previous experience of advising medical staff is essential
Strive to recognise new business opportunities
Follow up on all inquiries in a timely manner
Diploma Qualified
Always put your clients first
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