At a Glance
- Tasks: Build lasting client relationships and manage your own workload in the financial sector.
- Company: Wesleyan, a supportive and innovative financial services organisation.
- Benefits: Competitive salary, bonuses, flexible working, and generous holiday allowance.
- Why this job: Make a real impact while enjoying freedom and support in your career.
- Qualifications: QCF Level 4 qualification and strong communication skills.
- Other info: Join a diverse team with excellent training and development opportunities.
The predicted salary is between 43000 - 51000 £ per year.
Join Wesleyan as a Specialist Financial Adviser and you will discover a strong, supportive culture that values your personal goals as much as our clients'. With no ties to an office, you will enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business. We are looking for someone to cover the territory for the Medical sector, specifically South Yorkshire and the surrounding areas.
As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you will have the ability to build lasting client relationships while maintaining a clear focus on business growth. You should be comfortable managing your own workload and making commercial decisions, as well as being open to working collaboratively and sharing ideas. You will be an articulate communicator, with a positive outlook and the character to adapt to the continuously evolving financial services market.
We offer you a client base in a trusted professional sector, such as medicine, dentistry or teaching, and a wide range of products to support their financial needs. You will quickly develop a deep understanding of the sector that your clients work in, supported by comprehensive training.
You will build new relationships and develop existing ones, assisted by a dedicated relationship team who will help qualify new business leads, arrange appointments and provide technical support. This allows you to focus on understanding your clients' challenges, needs and aspirations.
The more you achieve, the more rewards you can expect, including:
- A competitive starting salary of £50,000 - £60,000 with an OTE of £79,000
- 28 days holiday plus bank holidays (increasing to 30 days after 5 years)
- Car allowance of £6,050 per year
- A great pension scheme – company matched plus 2% (up to 10%)
- Life assurance – worth four times your base pay
- Personal development – ongoing training programmes and support for external qualifications
- Flexible benefits – includes travel loan/car parking scheme, cycle to work programme and medical cover
- Discounts across major brands in retail, health, wellbeing and leisure
- Volunteering days – two days a year off work to volunteer for a worthy cause
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids)
- Employee assistance programme
We are proud of our people and our diversity. All applicants will receive equal consideration in their application regardless of race, gender, sexual orientation, disability or how you identify. We encourage applications from diverse backgrounds.
Please note this role is subject to regulatory requirements. Relevant checks and assessments will be carried out during the recruitment process. 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.
We are unable to employ anyone who does not have the legal right to live and work in the UK. If you do not possess immigration status which allows you to live and work in the UK, we will be unable to progress your application.
Specialist Financial Adviser in Hull employer: Wesleyan
Contact Detail:
Wesleyan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Specialist Financial Adviser in Hull
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Specialist Financial Adviser role. Have a clear, concise summary of your experience and what you bring to the table ready to go.
✨Tip Number 3
Show up prepared for interviews! Research Wesleyan and understand their values and culture. Be ready to discuss how your skills align with their mission and how you can contribute to their success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Wesleyan family.
We think you need these skills to ace Specialist Financial Adviser in Hull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Specialist Financial Adviser role. Highlight your QCF Level 4 qualification and any relevant experience in the medical sector. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re passionate about helping clients in the medical field. Let us know how you can contribute to our supportive culture.
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build lasting client relationships. We value collaboration and want to see examples of how you've successfully worked with others to achieve business growth.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at Wesleyan.
How to prepare for a job interview at Wesleyan
✨Know Your Stuff
Make sure you have a solid understanding of financial products and services, especially those relevant to the medical sector. Brush up on your QCF Level 4 knowledge and be ready to discuss how these products can meet your clients' needs.
✨Showcase Your Communication Skills
As a Specialist Financial Adviser, you'll need to articulate complex information clearly. Practice explaining financial concepts in simple terms, and prepare examples of how you've successfully communicated with clients in the past.
✨Demonstrate Relationship Building
Wesleyan values lasting client relationships, so come prepared with examples of how you've built rapport with clients. Think about specific strategies you've used to understand their challenges and aspirations.
✨Embrace Flexibility and Collaboration
Highlight your ability to manage your own workload while also being open to collaboration. Be ready to discuss how you've worked with teams in the past to achieve common goals, and express your enthusiasm for Wesleyan's supportive culture.