Investment Specialist

Contract Type: Permanent – 35 hours a week

Location: National – needs to be able to travel to our Birmingham Head Office

Closing Date: 29th April 2026

Shape Brighter Futures with Wesleyan. Established in 1841, Wesleyan helps trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.

Your Impact

• To aid delivery sales revenue through the sale/education of the Wesleyan With Profits Growth funds for Wesleyan's Intermediary Distribution business across the UK.
• Develop, maintain and grow existing and new adviser relationships in person, via meetings, emails and telephone calls with a view to developing awareness and understanding of the Wesleyan With Profits Growth funds.
• Challenge objections with the aim of getting the adviser to “buy in” and invest in Wesleyan’s With Profit Growth Funds.
• Support the delivery of Intermediary Distribution teams stretching goals/objectives agreed with your line manager and in support of the Society’s requirements.
• Contribute to relevant marketing and PR content utilising knowledge and experience of the intermediary marketplace, with the aim of creating awareness and understanding of the Wesleyan With Profit Growth funds.
• Be responsible for conducting own business plan, as agreed with Head of Intermediary Distribution, but also supporting the needs of the Regional Sales Managers BDM’s and Marketing roles within the team.
• Actively maintain and develop skills and knowledge to adhere to training and competency standards.
• Use judgement to strengthen our positive risk and control culture by identifying, assessing and managing risk in your business area.
• To constantly maintain the principles of all applicable regulations and Society standards in all transactions and interactions with intermediaries/stakeholders.
• To work collaboratively as part of the wider Intermediary team.
• Maintenance of the company CRM system.

What You’ll Bring

• An accomplished Investment Specialist with a proven track record of engaging/educating key business relationships in the intermediary Market.
• Understanding and experience of the UK with profit sector and the investment Platform Market.
• Introducing existing relationships for the mutual benefit of all.
• Good understanding of the financial advice process, ideally level 4 qualified.
• Excellent interpersonal, influencing and communication skills.
• A very good understanding of the UK Financial Services regulatory landscape.
• Experience and success in managing external partnerships.
• Entrepreneurial mindset, able to innovate and challenge existing ways of thinking.
• High degree of emotional intelligence.
• Experience of operating and influencing effectively at all levels within Financial Services.
• Demonstrable focus on the customer taking ownership and using initiative.
• Exceptional organisational skills.
• Strong analytical and problem-solving skills.

Benefits That Work for You

We believe rewards should reflect the life you live. Here’s what you can expect:

• Annual bonus to recognise your contribution.
• 28 days holiday (plus a culture day!) – rising to 30 days with service.
• Flexible hybrid working for better work-life balance.
• Company pension scheme – matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
• Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
• Enhanced family leave and two volunteering days to give back to causes you care about.

Discover the full range of benefits: Wesleyan Careers Rewards

Why Wesleyan?

We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options. If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.

What to Know Before Applying

• Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
• Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.

Ready to Shape Your Future? Apply today and join us in creating brighter financial futures—for our customers, our members, and you.