+44 7389 175372
Gravesend, Kent
Mon–Fri: 9am–5:30pm  |  Sat: 9am–3pm
info@mimattconsultancy.co.uk
Part Time

Financial Advisor

Posted by Healthcare Finance Ltd
1 day ago
Leeds, United Kingdom
£30,000 – £36,000 per year pro-rata
Contract (6 months)

About This Role

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

Benefits & Perks

  • Attractive commission structure
  • Flexible scheduling around family commitments
  • Continuing professional development support
  • Expense allowance for client meetings
  • Potential for permanent conversion
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