Specialist Financial Adviser

Join Wesleyan as a Specialist Financial Adviser and you’ll discover a strong, supportive culture that values your personal goals as much as our clients’. And, with no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business. We are looking for someone to cover the territory for the Education sector. This will be covering the Taunton, Exeter and surrounding areas.

Supporting society’s most trusted professions

As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you’ll have the ability to build lasting client relationships while maintaining a clear focus on business growth. As well as being comfortable managing your own workload and making commercial decisions, you’ll also be open to working collaboratively and sharing ideas. Naturally, you’ll be an articulate communicator, with a positive outlook and the character to adapt to the continuously evolving financial services market.

As well as offering you the flexibility to find your own balance in life, we’ll offer you a client base in a trusted professional sector, such as medicine, dentistry or teaching, and a wide range of products to support their financial needs. You’ll quickly develop a deep understanding of the sector that your clients work in, from the comprehensive training we will provide.

You’ll build new relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help qualify new business leads, arrange appointments and provide technical support. Leaving you with the time and scope to focus on understanding your clients’ challenges, needs and aspirations.

Being part of our family will benefit yours

The more you achieve, the more rewards you can expect, including a competitive starting salary, quarterly and annual bonuses, car allowance and a generous contributory pension. You will receive ongoing training and supportto ensure you continue to develop your industry knowledge and keep up to date with the latest products.

We are also proud supporters of the ABI Making Flexible Work campaign and are open to discuss flexible working, job shares and part time.

The face of our business

Ours is a unique approach that puts you at the heart of our business. We believe it’s a more rewarding way to do business. You’ll have responsibility and accountability, but we encourage the sharing of ideas and collaboration across our business, you’ll also have the support of colleagues at all levels.

We’re hugely proud of our 183-year heritage. We cherish our mutual status. It is an integral part of who we are. With no shareholders we can focus on what’s important – our members, our clients and our people. Not only today, but for the future.

Benefits

A starting salary with an OTE of £79,000

• 28 days holiday plus bank holidays. Once you’ve been at Wesleyan for 5 years it will increase to 30 days.
• Buy extra holiday days or sell holiday you don’t need.
• Car allowance of £6,050 per year
• A great pension scheme – company matched plus 2% (up to 10%).
• Life assurance – worth four times your base pay
• Personal development – we offer great training programmes and support you with external, professional qualifications.
• Flexible benefits – includes our travel loan / car parking scheme, cycle to work programme and medical cover.
• Discounts – across major brands in retail, health, wellbeing and leisure.
• Volunteering days – two days a year off work to volunteer for a worthy cause
• Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)
• Employee assistance programme – we help you, take care of you!

We are proud of our people and our diversity. All applicants will receive equal consideration in their application regardless of race, gender, sexual orientation, disability or how you identify and we encourage applications from diverse backgrounds.

We know the best teams are made up of inclusive groups of diverse people, and everyone’s contribution counts. With the support of our partners and employees, we’re building a culture where difference is encouraged. We set out to recruit the best people for the job irrespective of age, disability, sex, race, religion or belief, gender reassignment and sexual orientation, marriage and civil partnership and pregnancy and maternity.

We are signatories of HM Treasury\’s Women in Finance Charter, a founding member of Women in Business network (in our home city of Birmingham), and have a five-year membership commitment to WISE, the campaign for gender balance in the UK science, technology and engineering sectors. We are members of Stonewall’s Diversity Champions programme, and we are committed to strengthening our position in Stonewall’s Workplace Equality Index.

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

We are unable to employ anyone who does not have the legal right to live and work in the UK. If you are from outside the UK and do not possess immigration status which allows you to live and work in the UK, we will be unable to progress your application as Wesleyan are unable to provide sponsorship. Therefore, in the recruitment process all candidates are required to provide the necessary right to work information and documentation.

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right depending on application numbers to close or extend the closing dates for positions.