At a Glance
- Tasks: Provide expert financial advice to dental professionals and build lasting relationships.
- Company: Join a supportive company focused on dental financial services.
- Benefits: Earn up to 160% of your salary with bonuses and enjoy 28 days holiday.
- Other info: Collaborative culture that values your ideas and offers career growth.
- Why this job: Shape brighter financial futures for clients while growing your own expertise.
- Qualifications: QCF Level 4 qualified with experience in financial planning.
Are you a financial advisor that is looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field? Would you like to be in the unique position of being able to provide both personal and business financial advice to our Dental Professionals within a company with a strong commercial proposition? Do you want to help shape brighter financial futures for your customers whilst building your own? Are you looking for a supportive and caring culture that provides you with autonomy on how you manage your customers and workload? If you have answered yes to any of the above and are looking for a career as a Specialist Financial Adviser the below might be of interest to you:
How we will support you in the role
- You will be part of a team of Dental Specialist Financial Advisors that are different to any others in the industry who have access to a unique and entrepreneurial client base, many of which have multiple practices.
- We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Dental professionals.
- Following an initial assessment of your advice, experience and knowledge, we will enrol you on a bespoke onboarding programme that will cater to your learning requirements to allow you to excel as a recognised specialist that delivers complex advice to Dentists in your respective territory.
- As well as having the ability to generate your own leads, our award-winning Marketing team will also provide you with high quality Dental leads with strong potential for conversion.
- You will have dedicated support from our Dental Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex personal and business advice to your customers.
- We have a sizable team of Dental Relationship Co-ordinators who will book your appointments and work closely with you to ensure the schedule works for you.
- Flexibility to manage workload and personal life.
- Joining a team that has partnerships & affinities with Dental professionals which allows our Advisors to gain knowledge and insights from these specialist areas.
- Personal development (relationship development, profile building, qualifications, increasing number of product licenses).
- A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a premium service to our Dental professionals that benefits you, our customers and our business.
- You will have autonomy to use your expertise to determine what advice and products are best for your customer.
How you will support your customers
- Put Dentists at the heart of what you do by using your expertise to be their critical friend that provides quality specialist financial advice on life insurance, pension, investment, wealth management and Inheritance Tax to truly maximise their wealth opportunities individual and business needs.
- Formulate client engagement strategies to drive acquisition and long-term loyalty.
- You will build a genuine connection with your customers by developing a deep understanding of their financial needs and aspirations and by demonstrating the value and difference that your specialist financial advice can make to their future as well as their families' and business'.
- Develop relationships with our dental partnerships and affinities to understand the ongoing challenges that Dental professionals are facing, which you will then consider when providing advice.
- This in turn will demonstrate to your customers that you are an educated trusted partner to their profession.
- Build successful relationships with the wider support teams and offer suggestions on how we can collaboratively deliver the best possible outcome to our customers in an efficient and timely way.
What you will bring to the role
- QCF Level 4 qualified (essential) and Competent Advisor Status.
- Chartered status would be advantageous.
- Experience of providing financial planning in a regulated environment and ideally used to working with complex advice and experience wealth management.
- A demonstrated ability to be able to nurture a grow a customer base.
- An ambitious attitude with a business growth mindset.
- Proven history of being able to build long lasting and meaningful customer relationships.
- Innovation and practicality that will support in achieving optimum outcomes for you, for our customers and for our business.
- A continuous thirst for knowledge that will support you in seeking better ways to serve your customers.
- A strategic and innovative thinker with a pragmatic and inquisitive mindset.
- Someone that is trustworthy and acts with ethical integrity.
- Experience in identifying challenges that will impact your customers and establishing solutions to resolve these.
- Strong communication and active listening skills who takes the time to truly understand the customer's needs, and leverages their expertise to offer thoughtful, tailored recommendations.
- Experience of working against income budget targets.
Benefits
- Bonus scheme with a potential to earn 160% of your salary per year (40% per quarter) with an additional maximum on target behaviour bonus of 15% (7.5% typical pay out).
- 28 days holiday plus.
Specialist Financial Advisor (Leeds) in London employer: Wesleyan
Wesleyan is an exceptional employer that prioritises collaboration, innovation, and integrity, making it a fantastic place for Business Analysts to thrive. With a hybrid working model based in Birmingham or Oswestry, employees enjoy a flexible work-life balance, competitive salary, and generous benefits including an annual bonus, enhanced family leave, and opportunities for professional development. Join a diverse team committed to making a meaningful impact in the financial services sector while enjoying a supportive and inclusive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Financial Advisor (Leeds) in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Wesleyan. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wesleyan.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Wesleyan's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Wesleyan
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wesleyan.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Wesleyan will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Wesleyan employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
