Specialist Financial Adviser

Overview

Join Wesleyan as a Specialist Financial Adviser and discover a strong, supportive culture that values your personal goals as much as our clients. This role covers the Medical sector in the Humberside and Lincolnshire areas, with flexibility to plan your work around your life and manage your schedule to benefit both clients and the business.

Responsibilities

• Build new client relationships and develop existing ones, supported by 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 advice and solutions.
• Manage your own workload, make commercial decisions and collaborate with colleagues to share ideas.
• Develop a deep understanding of the Medical sector and the products available to support clients in medicine, dentistry or teaching.

Qualifications

• QCF Level 4 qualification or equivalent.
• Ability to build lasting client relationships and contribute to business growth.
• Strong communication skills, adaptability and a positive outlook in a evolving financial services market.

Benefits

• Starting salary with OTE of £79,000.
• Car allowance of £6,050 per year.
• 28 days holiday plus bank holidays (30 days after 5 years).
• Buy extra holiday days or sell holiday you don’t need.
• Great pension scheme – company matched plus 2% (up to 10%).
• Life assurance – four times your base pay.
• Personal development – training programmes and support for external qualifications.
• Flexible benefits – travel loan, car parking, cycle to work, medical cover.
• Discounts across major brands, volunteering days, salary sacrifice for ultra-low emission cars.
• Employee assistance program – support for you and your family.

Work environment and commitments

Flexible working options, including discussion of part-time and job-share arrangements. You’ll be part of a values-driven organisation with a 183-year heritage and mutual status, focusing on members, clients and people rather than shareholders. We support equal opportunity and diversity in our recruitment.

Regulatory and right to work

Please note this role is subject to regulatory requirements, including checks related to SMCR/Insurance Distribution Directive, criminal record, and credit checks. Right to work in the UK is required; Wesleyan cannot sponsor immigration visas.

Additional information

• Unsolicited agency submissions will be treated as direct applications from candidates.
• Wesleyan reserves the right to close or extend closing dates depending on application numbers.