Specialist Financial Advisor – Dental Professionals

About the role

We are seeking a Specialist Financial Advisor to provide both personal and business financial advice to dental professionals. You will join a dedicated team that serves a unique, entrepreneurial client base across Yorkshire and the Humber, helping customers shape brighter financial futures while advancing your own career.

Key responsibilities

• Deliver complex personal and business financial advice to dentists and dental practice owners.
• Generate and follow up on high‑quality dental leads supplied by the marketing team.
• Collaborate with Dental Paraplanning and administrative teams to focus on advisory work.
• Work with Dental Relationship Coordinators to schedule appointments that suit your workload.
• Maintain and deepen long‑term relationships with clients, providing ongoing support and product recommendations.

Required profile

• Qualified financial advisor with experience in personal and business finance.
• Interest in specialising within the dental sector.
• Self‑motivated, able to work autonomously and manage a flexible workload.
• Strong communication skills and a customer‑centric mindset.

Required skills

What we offer

• Tailored onboarding programme and continuous professional development.
• Access to a dedicated Dental Paraplanning team and administrative support.
• High‑quality leads and the ability to generate your own business.
• Collaborative culture that encourages ideas and personal growth.