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For Companies At a Glance
- Tasks: Build relationships and drive business growth in the education sector.
- Company: Join Wesleyan, a leader in financial services with a focus on education.
- Benefits: Enjoy competitive salary, bonuses, flexible work, and generous holiday.
- Why this job: Make a real impact while enjoying the freedom of remote work.
- Qualifications: QCF Level 4 in financial services and experience in advisory roles.
- Other info: Inclusive workplace that values diversity and personal development.
The predicted salary is between 28800 - 48000 £ per year.
Specialist Financial Adviser – Wesleyan
Join Wesleyan as a Specialist Financial Adviser and help clients in the education sector across Manchester, Leeds, Chester and surrounding areas. This role is fully remote, giving you the freedom to structure your work around your life while driving business growth.
Key Responsibilities
- Build and nurture long‑term relationships with clients in the education sector.
- Identify and pursue new business opportunities to meet commercial targets.
- Collaborate with the dedicated relationship team to qualify and convert leads, arrange appointments and provide technical support.
- Manage your own workload, make strategic commercial decisions and maintain a clear focus on business growth.
Qualifications
- QCF Level 4 qualification or equivalent in financial services.
- Experience in financial advisory with a strong understanding of medicine, dentistry or teaching clients.
- Excellent verbal and written communication skills with a positive, articulate outlook.
- Self‑motivated, adaptable and able to work independently while sharing ideas with a team.
Benefits
- Competitive starting salary with quarterly and annual bonuses.
- Car allowance, generous contributory pension scheme and life assurance.
- Paid holiday: 28 days plus bank holidays (30 days after 5 years).
- Flexible working arrangements and support for personal development.
- Access to travel loan/car parking scheme, cycle‑to‑work programme and key brand discounts.
Equality and 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 and are fully committed to fostering an inclusive workplace.
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Finance
#J-18808-Ljbffr
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! Reach out to your connections in the education sector and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about openings.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise in financial advisory. Share insights, engage with posts, and connect with potential clients or employers. It’s all about visibility!
✨Tip Number 3
Prepare for those interviews! Research Wesleyan and understand their values and goals. Tailor your responses to show how you can help drive business growth in the education sector.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Specialist Financial Adviser role. Highlight your experience in financial advisory, especially if you've worked with clients in education, medicine, or dentistry. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients in the education sector and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or grammatical errors. We appreciate attention to detail, so let your writing skills shine!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the info you need about the position right there!
How to prepare for a job interview at Wesleyan
✨Know Your Audience
Before the interview, do your homework on Wesleyan and the education sector. Understand their values and how they support clients in medicine, dentistry, and teaching. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Showcase Your Experience
Be ready to discuss your previous experience in financial advisory, especially with clients in the education sector. Prepare specific examples of how you've built relationships and driven business growth. This will demonstrate your capability and fit for the Specialist Financial Adviser position.
✨Communicate Clearly
Since excellent verbal and written communication skills are crucial, practice articulating your thoughts clearly. Use concise language and avoid jargon unless necessary. This will help you come across as articulate and professional during the interview.
✨Demonstrate Self-Motivation
Wesleyan values self-motivated individuals who can work independently. Be prepared to share examples of how you've managed your workload and made strategic decisions in past roles. Highlight your adaptability and willingness to collaborate with a team when needed.
