Financial Adviser Support Specialist

Social network you want to login/join with: Financial Adviser Support Specialist, Birmingham col-narrow-left Client: Location: Birmingham, United Kingdom Job Category: Other – EU work permit required: Yes col-narrow-right Job Reference: 2a8d34111b5b Job Views: 5 Posted: 02.06.2025 Expiry Date: 17.07.2025 col-wide Job Description: Hybrid working (office based in Birmingham) – 2 days in the office per week (subject to change on business needs) This role is 35 hours per week with the need to be flexible to work between 9am – 8pm. You will need to be available to attend head office during your initial training period of up to 1 month. As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers. To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options. Your role: This newly created role is responsible for providing financial information and responding to enquiries from new or current customers who are not yet advice ready in keeping with quality benchmarks and compliance requirements. This role is part of a telephony based guidance team, providing financial information to Education segment customers where the financial planning needs of those customers are deemed to be non-complex, transactional type need areas. What you’ll be doing: Work alongside our WFS field team to proactively respond to customer requests for financial information or enquiries (such as Teachers Pension review, calculations and investment information) to support the customer journey Respond to requests in-line with service standards and agreed SLAs, using agreed templates and process documentation Work closely with the administration team to help gather policy information Accurately maintain client records Identify potential advice opportunities and ensure an appropriate hand off to the appropriate Specialist Financial Advisor Contribute to project activity across the Education division Develop effective and mutually productive working relationships with wider business areas Ensure all activities are conducted in an ethical and customer centric manner in keeping with statutory, regulatory and Society requirements always Participate in ongoing training and development programmes to build knowledge and skills Request regular feedback from line manager and others (as appropriate) to develop skills, behaviours and growth opportunities for personal benefit and that of the wider business Promote a collaborative and constructive culture, to enable creativity, challenge and shared delivery of the business objectives Experience within a financial advice environment A minimum qualification of RO1 and working towards RO4 Good knowledge of the financial services marketplace Customer focused with the ability to build relationships quickly Highly motivated with a real drive for success Demonstrate initiative Annual Performance based Bonus – based on a mixture of company and personal performance 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service Company pension scheme – matched plus 2% (up to 10%) Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability) Cashback and discounts on major brands in retail, leisure, health, and wellbeing Enhanced maternity & paternity pay 2 volunteering days per year To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards What to know before applying: Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices. Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you. VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work. Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities. Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy). #J-18808-Ljbffr