Specialist Financial Planner
Core
Provide specialist financial advice and wealth management solutions tailored to doctors and their families.
Role type
Specialist Financial Planner (Associate Adviser)
Builds
Personal wealth strategies, insurance packages, and retirement plans for medical professionals
Domain
Financial Planning / Healthcare Professionals
Deliverable
client delivery
Required skills
Financial planning, client relationship management, regulatory compliance, career trajectory analysis
Preferred skills
XPlan software, Personal Insurance (Life, TPD, Income Protection), Mortgage Broking
Responsibilities
Manage a group of key clients, develop expertise in doctors' financial challenges, retain and grow a client base of medical professionals, maintain high ethical standards and regulatory excellence
Sourced via viewjobs · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.