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For Companies At a Glance
- Tasks: As a Specialist Financial Adviser, you'll build client relationships and manage your own schedule.
- Company: Wesleyan is a 183-year-old mutual organisation focused on supporting trusted professions.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and generous holiday options.
- Why this job: Join a supportive culture that values personal goals and offers ongoing training and development.
- Qualifications: You need a QCF Level 4 qualification and experience in financial advising.
- Other info: We promote diversity and inclusivity, welcoming applicants from all backgrounds.
The predicted salary is between 43000 - 60000 £ per year.
Overview
Join to apply for the Specialist Financial Adviser role at Wesleyan. This role covers the Medical sector for the territory including Blackpool, Preston, Blackburn and surrounding areas.
Responsibilities
- Build new relationships and develop existing ones with clients in the designated sector.
- Manage your own workload, make commercial decisions, and work collaboratively with a dedicated relationship team to qualify new business leads, arrange appointments and provide technical support.
- Understand clients’ challenges, needs and aspirations and provide appropriate financial guidance.
Qualifications
- QCF Level 4 qualification.
- Experience as a Specialist Financial Adviser with strong communication and the ability to adapt in a evolving financial services market.
Rewards and Benefits
- Starting salary £50,000 – £60,000 with an OTE of £79,000.
- Annual and quarterly bonuses, car allowance £6,050 per year, and a generous contributory pension (company matched plus 2% up to 10%).
- Life assurance worth four times base pay.
- Personal development through training and external professional qualifications.
- Flexible benefits including travel loan/car parking, cycle to work, and medical cover.
- Discounts across major brands in retail, health, wellbeing and leisure.
- Volunteering days – two days per year.
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
- Employee assistance programme.
Diversity, Regulatory and Employment Information
We are proud of our people and our diversity. All applicants receive equal consideration regardless of race, gender, sexual orientation, disability or how you identify. We encourage applications from diverse backgrounds. We are signatories of HM Treasury\\\’s Women in Finance Charter and related diversity initiatives. This role is subject to regulatory checks and ongoing compliance requirements (SMCR framework). A criminal record check and credit check will apply. You must have the legal right to live and work in the UK; we cannot sponsor visas.
Unsolicited submissions from agencies will be treated as direct applications by candidates.
We reserve the right to close or extend closing dates depending on application numbers.
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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
Familiarise yourself with the medical sector, especially in the areas of Blackpool, Preston, and Blackburn. Understanding the specific financial needs and challenges faced by professionals in this field will help you connect better with potential clients.
✨Tip Number 2
Network with professionals in the medical field to build relationships before applying. Attend local events or join online forums where you can engage with doctors, dentists, and educators to gain insights and establish rapport.
✨Tip Number 3
Showcase your ability to adapt and collaborate during interviews. Highlight any past experiences where you successfully worked in a team or adapted to changing circumstances, as these qualities are highly valued at Wesleyan.
✨Tip Number 4
Prepare thoughtful questions about the company's culture and support systems for financial advisers. This demonstrates your genuine interest in their unique approach and shows that you’re looking for a long-term fit within their team.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Specialist Financial Adviser position. Understand the key responsibilities and qualifications required, especially the importance of having a QCF Level 4 qualification.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advising, particularly within the medical sector. Emphasise your ability to build client relationships and manage your own workload effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and positive outlook. Mention how your personal goals align with the company's supportive culture and your adaptability to the evolving financial services market.
Highlight Your Commitment to Professional Development: In your application, mention any ongoing training or professional qualifications you are pursuing. This shows your dedication to staying updated in the financial services industry, which is crucial for this role.
How to prepare for a job interview at Wesleyan
✨Understand the Medical Sector
Familiarise yourself with the specific challenges and needs of clients in the medical sector. This will help you demonstrate your ability to build lasting relationships and tailor your advice to their unique circumstances.
✨Showcase Your Communication Skills
As an articulate communicator, it's essential to convey your ideas clearly and confidently. Practice explaining complex financial concepts in simple terms, as this will resonate well with clients from various professional backgrounds.
✨Emphasise Flexibility and Independence
Highlight your ability to manage your own workload and adapt to changing circumstances. Discuss how you plan to balance your work and personal life effectively, showcasing your alignment with the company's values of flexibility.
✨Prepare for Collaborative Scenarios
Be ready to discuss examples of how you've worked collaboratively in the past. The company values sharing ideas and teamwork, so demonstrating your experience in these areas will show that you're a good fit for their culture.
