Ferguson Dean
Financial Advisor
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Role Overview
A rapidly expanding, independently owned IFA firm are looking to appoint an Adviser to a key strategic role they have in Newcastle-Upon-Tyne. Covering the North East generally, this organisation are focused on the medical and dental sectors and are looking to appoint an individual with experience in the medical sector. They have had phenomenal growth in the South and are now looking to replicate this success initially in the North East but then generally across the North of England. A client portfolio and connections to further grow your book will be provided.
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Key Requirements
To be successful in the role you will have:
- Experience of providing holistic financial planning advice to Private Clients.
- Ideally you will have experience of the medical sector and working with clients in both the NHS and private practice.
- Be confident in discussing NHS pension scheme and planning services that would benefit those in the industry.
- Also showing an understanding of protection for individuals running practices.
- Being comfortable presenting to and working with medical professionals on industry specific matters.
- Able to work from home and manage your own diary and appointments.
- Liaising with administration and paraplanning teams to ensure all client matters are dealt with and all documentation etc is correct for research and reports to be undertaken.
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Rewards
In return you will receive salary of £50k to £70k depending on experience and track record, benefits and exceptional quarterly bonus.
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