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For Companies At a Glance
- Tasks: Build client relationships and manage your own workload in a flexible environment.
- Company: Wesleyan, a supportive company focused on personal and professional growth.
- Benefits: Competitive salary, 28 days holiday, car allowance, and generous pension scheme.
- Why this job: Enjoy autonomy while making a real impact in the education sector.
- Qualifications: QCF Level 4 qualification and experience as a Specialist Financial Adviser.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 28800 - 48000 £ per year.
Overview
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’. With no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule to benefit both clients and the business. This role covers the Education sector in the Taunton, Exeter and surrounding areas.
Responsibilities
- Build lasting client relationships while maintaining a clear focus on business growth.
- Manage your own workload, make commercial decisions, and collaborate with colleagues to share ideas.
- Develop new relationships and nurture existing ones with the support of a dedicated relationship team.
- Qualify new business leads, arrange appointments and provide technical support to help you understand client challenges, needs and aspirations.
- Deliver a high level of service and adapt to evolving financial services markets.
Qualifications
- Experienced Specialist Financial Adviser with a QCF Level 4 qualification.
- Ability to build long-lasting client relationships and work autonomously while collaborating with others.
- Articulate communicator with a positive outlook and adaptability to changing market conditions.
Territory
Covering the Education sector in Taunton, Exeter and surrounding areas.
Benefits
- Starting salary with potential for OTE; 28 days holiday plus bank holidays, increasing after 5 years.
- Car allowance and a generous contributory pension (company matched).
- Life assurance (worth multiple times base pay) and personal development through training and external qualifications.
- Flexible benefits including travel loan, car parking scheme, cycle to work, medical cover, and discounts across major brands.
- Volunteering days, salary sacrifice schemes for ultra-low emission cars, and an Employee Assistance Programme.
We are proud of our people and our diversity. All applicants will receive equal consideration regardless of race, gender, sexual orientation, disability or how you identify, and applications from diverse backgrounds are encouraged.
We are subject to regulatory requirements. Checks such as criminal record and credit checks may apply, and ongoing checks may be required in line with the Group SMCR Framework (Fit & Proper Policy). We may require right to work documentation and do not offer sponsorship for visa holders. Unsolicited agency submissions are welcome as direct applications and no fees are payable. We reserve the right to close or extend closing dates for positions.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
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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 local events or join online forums to meet potential clients and colleagues.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills as a Specialist Financial Adviser. Share insights on social media or write articles that demonstrate your knowledge of the financial services market.
✨Tip Number 3
Practice your pitch! Be ready to articulate how you can help clients achieve their financial goals. Tailor your approach based on their needs and show them why you're the right fit for their financial journey.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our supportive culture and making a difference in the education sector.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Specialist Financial Adviser role. Highlight your QCF Level 4 qualification and any relevant experience in the education sector to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your ability to build client relationships and your adaptability in changing market conditions. Let us know why you’re excited about this opportunity at Wesleyan.
Showcase Your Communication Skills: As an articulate communicator, make sure your written application is clear and engaging. We want to see how you express your ideas and connect with potential clients through your writing.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Wesleyan
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially in the education sector. Understand the specific challenges and needs of clients in this area, as it will show that you're not just a generalist but someone who can provide tailored advice.
✨Build Rapport
Since this role is all about building lasting client relationships, practice your communication skills. Think about how you can connect with interviewers on a personal level, perhaps by sharing relevant experiences or insights that demonstrate your ability to nurture relationships.
✨Show Your Flexibility
Wesleyan values adaptability, so be prepared to discuss how you've successfully navigated changing market conditions in the past. Share examples of how you've adjusted your approach to meet client needs or overcome challenges.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could include inquiries about the support you'll receive from the relationship team or how the company measures success in client relationships. It shows you're genuinely interested and engaged.
