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.
- Other info: Commitment to equality, diversity, and inclusion with excellent career development opportunities.
- 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.
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.
Specialist Financial Adviser in Telford employer: Wesleyan
Wesleyan is an exceptional employer that prioritises a supportive work culture, allowing Specialist Financial Advisers the flexibility to manage their schedules while focusing on meaningful client relationships. With comprehensive training and personal development opportunities, employees can thrive in their careers, all while enjoying competitive benefits such as a generous salary, extensive holiday allowance, and a commitment to equality and diversity in the workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Specialist Financial Adviser in Telford
✨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.
We think you need these skills to ace Specialist Financial Adviser in Telford
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.
