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For Companies At a Glance
- Tasks: Build lasting client relationships and tailor financial solutions to meet their needs.
- Company: Join Wesleyan, a supportive company that values your personal goals.
- Benefits: Starting salary of £50,000 - £60,000 with OTE of £79,000 and 28 days holiday.
- Why this job: Enjoy flexibility in your work schedule while making a real impact in clients' lives.
- Qualifications: QCF Level 4 qualification and experience in building client relationships.
- Other info: Commitment to equality, diversity, and inclusion with excellent career development opportunities.
The predicted salary is between 50000 - 60000 £ per year.
Overview
Join Wesleyan as a Specialist Financial Adviser. You’ll experience a strong, supportive culture that values your personal goals as much as our clients. With no ties to an office, you’ll have the freedom to plan your work around your life and manage your schedule to benefit both your clients and our business. This role covers the Education sector in Telford/Stafford and surrounding areas.
Responsibilities
- Build lasting client relationships while focusing on business growth.
- Manage your own workload, make commercial decisions, and work collaboratively with a relationship team.
- Develop a deep understanding of clients’ sectors (e.g., medicine, dentistry, teaching) and their financial needs through comprehensive training.
- Proactively identify new business leads, arrange appointments, and provide technical support with the team.
- Understand clients’ challenges, needs, and aspirations and tailor financial solutions.
Qualifications
- QCF Level 4 qualification.
- Experience building client relationships and managing a workload in a financial services environment.
Benefits
- Starting base salary £50,000 – £60,000 with an OTE of £79,000.
- 28 days holiday plus bank holidays (30 days after 5 years); buy/sell holiday days.
- Company-matched pension (2% contribution up to 10%). Life cover four times base pay.
- Personal development and external professional qualifications support.
- Flexible benefits including travel loan and car parking, cycle-to-work, medical cover.
- Discounts across major brands and wellbeing/leisure benefits; volunteering days.
- Salary sacrifice scheme for ultra-low emission cars; Employee assistance program.
We are committed to equality, diversity and inclusion. All applicants will receive equal consideration regardless of race, gender, sexual orientation, disability or identity. We are signatories of HM Treasury\’s Women in Finance Charter and partners in diversity initiatives. This role is subject to regulatory checks and right to work in the UK.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Closing dates and application details may vary; refer to the posting for the most current information.
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Specialist Financial Adviser employer: Wesleyan
Contact Detail:
Wesleyan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Specialist Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance sector, especially those who work in education. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn – you never know where a conversation might lead!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential clients or colleagues, make sure to highlight your knowledge of their specific financial needs. Tailor your conversations to demonstrate how you can help them achieve their goals.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Identify potential leads in the education sector and reach out to them directly. A friendly email or a quick call can open doors and lead to new business relationships.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to submit your application directly on our site to stand out from the crowd. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in building client relationships and managing workloads in financial services. We want to see how your skills align with the role of a Specialist Financial Adviser.
Showcase Your Understanding: Demonstrate your knowledge of the education sector and its financial needs. We love candidates who can show they understand the challenges faced by clients in this area, so do your research and let that shine through!
Be Authentic: Let your personality come through in your application. We value a strong, supportive culture, so don’t be afraid to share your personal goals and how they align with our mission at Wesleyan.
Apply Through Our Website: For the best chance of success, make sure you apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role!
How to prepare for a job interview at Wesleyan
✨Know Your Stuff
Make sure you have a solid understanding of the financial services industry, especially in sectors like education, medicine, and dentistry. Brush up on common financial challenges these clients face and think about how you can tailor solutions to meet their needs.
✨Build Rapport
Since this role is all about building lasting client relationships, practice your interpersonal skills. Think of ways to connect with your interviewer, perhaps by sharing relevant experiences or insights that demonstrate your ability to relate to clients.
✨Showcase Your Flexibility
Wesleyan values a work-life balance, so be prepared to discuss how you manage your workload and adapt to changing circumstances. Share examples of how you've successfully juggled multiple responsibilities in the past.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support professional development. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
