Investment Specialist - Intermediary Growth (UK) in Birmingham

Investment Specialist - Intermediary Growth (UK) in Birmingham

Birmingham Full-Time 50000 - 70000 € / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships and educate advisers on investment funds to drive sales.
  • Company: Wesleyan, a leading player in the UK financial services sector.
  • Benefits: Company pension, annual bonus, and flexible working options.
  • Other info: Opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact in the financial industry.
  • Qualifications: Strong interpersonal skills and knowledge of UK financial regulations.

The predicted salary is between 50000 - 70000 € per year.

Wesleyan is seeking an accomplished Investment Specialist to support their Intermediary Distribution business across the UK. The role involves developing relationships, educating advisers on With Profits Growth funds, and contributing to sales revenue.

Ideal candidates will have:

  • Strong interpersonal skills
  • An understanding of the UK financial services regulatory landscape
  • Previous success in external partnerships

Benefits include a company pension, annual bonus, and flexible working arrangements.

Investment Specialist - Intermediary Growth (UK) in Birmingham employer: Wesleyan

Wesleyan is an excellent employer, offering a dynamic work culture that prioritises employee growth and development within the financial services sector. With flexible working arrangements, a competitive pension scheme, and an annual bonus, employees are supported in achieving a healthy work-life balance while contributing to meaningful partnerships across the UK.

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Contact Detail:

Wesleyan Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Specialist - Intermediary Growth (UK) in Birmingham

Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. Building relationships can open doors to opportunities that aren’t even advertised.

Tip Number 2

Prepare for those interviews! Research Wesleyan and their Intermediary Distribution business thoroughly. Understand their With Profits Growth funds and be ready to discuss how your skills can contribute to their sales revenue.

Tip Number 3

Showcase your interpersonal skills! During conversations or interviews, demonstrate your ability to educate and engage advisers. Use real-life examples of how you’ve successfully built partnerships in the past.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Investment Specialist - Intermediary Growth (UK) in Birmingham

Interpersonal Skills
Relationship Development
Adviser Education
Sales Revenue Contribution
Understanding of UK Financial Services Regulatory Landscape
Experience in External Partnerships
Communication Skills

Some tips for your application 🫡

Show Your Passion for Investment:When writing your application, let your enthusiasm for the investment sector shine through. We want to see how your passion aligns with our mission at Wesleyan and how you can contribute to our Intermediary Distribution business.

Highlight Relevant Experience:Make sure to showcase any previous roles or experiences that relate directly to the Investment Specialist position. We’re looking for candidates who have a solid understanding of the UK financial services landscape and can demonstrate their success in building external partnerships.

Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We appreciate when candidates take the extra step to show they understand what we’re looking for.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!

How to prepare for a job interview at Wesleyan

Know Your Stuff

Make sure you brush up on your knowledge of With Profits Growth funds and the UK financial services regulatory landscape. Being able to discuss these topics confidently will show that you're not just interested in the role, but that you understand the intricacies involved.

Build Rapport

Since this role is all about developing relationships, practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by sharing relevant experiences or asking insightful questions about their approach to adviser education.

Showcase Your Success

Prepare specific examples of your previous successes in external partnerships. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see how you can contribute to their sales revenue.

Flexibility is Key

Wesleyan offers flexible working arrangements, so be ready to discuss how you manage your time and adapt to different situations. Highlight any experiences where you've successfully navigated changing circumstances or worked remotely, as this will resonate well with their values.