Location: North West UK
Salary: Competitive package, aligned with experience
Hours: Full-time

Build Your Future in Financial Advice with Medical Wealth Management

At Medical Wealth Management, we specialise in helping medical professionals, consultants, GPs, dentists, and NHS employees navigate the complexities of wealth management with confidence. Our expertise lies in delivering personalised, holistic financial planning with particular strength in supporting clients with NHS Pension Scheme planning, retirement strategies, and broader wealth management needs.

As a family-run business and Appointed Representative of St. James's Place, we pride ourselves on combining technical expertise with a highly personal, relationship-led approach. Due to continued growth, we are seeking an ambitious Financial Adviser to join our team through a structured and fully supported pathway into advice.

This is an exceptional opportunity for someone with strong client-facing experience who is looking to transition into regulated financial advice while developing specialist expertise in advising medical professionals and NHS clients.

The Opportunity

This role is ideal for someone who enjoys building trusted relationships and delivering ongoing, meaningful advice—without the immediate pressure of self-generating a client bank from scratch.

You will:

• Take ownership of an established portfolio of clients, with a strong focus on medical professionals and NHS employees
• Support clients with holistic financial planning, including wealth creation, retirement, protection, and intergenerational planning
• Develop expertise in NHS Pension Scheme considerations and the wider financial challenges faced by doctors, dentists, consultants, and Practice owners
• Conduct client reviews and deliver tailored suitability advice
• Build lasting relationships based on trust, continuity, and exceptional service
• Identify wider planning opportunities to support clients throughout every stage of their careers

Training & Development

Our structured development programme provides a clear route into a long-term advisory career, including:

• Funded study support towards Chartered status in Regulated Financial Planning
• Ongoing mentoring from experienced advisers
• Exposure to real client planning scenarios, including medical sector and NHS pension planning
• Specialist development within a niche, high-value client demographic
• A supported transition into a fully client-facing advisory role

About You

This role is suited to someone who is already confident in a client-facing, relationship-led environment and is now looking to step into financial advice with structure, support, and a specialist proposition.

You may currently work in:

• Financial services (wealth, banking, mortgages, pensions, protection)
• Professional or consultative services
• Relationship-led sales

You will likely be:

• Comfortable leading client conversations and building trust
• Interested in developing specialist knowledge around medical professionals’ financial planning and NHS pensions
• Commercially aware, with a natural ability to identify opportunities
• Organised, proactive, and self-managing
• Motivated by long-term career progression and professional excellence

Qualifications

• Level 4 Diploma qualified

What We Offer

• Competitive package aligned with your experience
• Access to an established and active client bank
• A clear, structured route into Financial Advice
• Specialist exposure to medical professionals and NHS pension planning
• Full professional qualification support
• Long-term career development within a growing and respected Practice

How to apply

Please email your CV together with a covering letter to matt.rhodes@sjpp.co.uk