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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: Join Wesleyan, a 183-year-old mutual organisation focused on supporting trusted professions.
- Benefits: Enjoy flexible working, competitive salary, bonuses, car allowance, and generous pension contributions.
- Why this job: This role offers personal growth, collaboration, and the chance to make a real impact in clients' lives.
- Qualifications: You need a QCF Level 4 qualification and strong communication skills.
- Other info: We celebrate diversity and encourage applications from all backgrounds.
The predicted salary is between 42000 - 60000 £ per year.
Overview
Join Wesleyan as a Specialist Financial Adviser. This role covers the Medical sector territory, including Stockport, Oldham, Manchester and surrounding areas. We offer flexibility with no mandatory office base to help you plan your work around your life and client needs.
Responsibilities
- Build new relationships and develop existing ones with clients in the designated territory, assisted by a dedicated relationship team to qualify leads, arrange appointments and provide technical support.
- Manage your own workload, make commercial decisions and work collaboratively to grow the business while understanding your clients’ challenges, needs and aspirations.
- Develop a deep understanding of the medical sector and stay up to date with products and market developments.
Qualifications
- QCF Level 4 qualification or equivalent.
- Experience as a Specialist Financial Adviser with the ability to build lasting client relationships and growth focus.
Salary and Benefits
A starting base salary of £50,000 – £60,000 with an on-target earnings (OTE) of £79,000.
- 28 days holiday plus bank holidays; after 5 years, entitlement increases to 30 days.
- Car allowance of £6,050 per year.
- Pension – company matched contributions plus 2% (up to 10%).
- Life assurance – worth four times 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 – two days per year.
- Salary sacrifice for ultra-low emission cars (electric and plug-in hybrids).
- Employee assistance programme for wellbeing support.
Company and Equality
We are proud of our people and our diversity. All applicants will receive equal consideration regardless of race, gender, sexual orientation, disability or other protected characteristics. We are signatories to industry and diversity initiatives and are committed to an inclusive culture.
Notes: This role is subject to regulatory requirements with checks including criminal record and credit checks as appropriate. Right to work in the UK is required; sponsorship is not offered for this position. We reserve the right to close or extend applications depending on 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 areas like Stockport, Oldham, and Manchester. 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 communication skills during any interviews or networking opportunities. Being articulate and positive will demonstrate your ability to build lasting client relationships, which is crucial for a Specialist Financial Adviser.
✨Tip Number 4
Research Wesleyan's values and culture thoroughly. Understanding their commitment to diversity and support for flexible working will allow you to align your personal goals with the company's mission, making you a more attractive candidate.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Specialist Financial Adviser. Tailor your application to highlight how your skills and experience align with the job description.
Highlight Relevant Qualifications: Since a QCF Level 4 qualification is required, ensure that this is prominently featured in your CV and cover letter. Discuss any relevant training or certifications that demonstrate your expertise in financial advising.
Showcase Your Communication Skills: As an articulate communicator is essential for this role, provide examples in your application that demonstrate your ability to build relationships and communicate effectively with clients. Use clear and concise language throughout your application.
Express Your Adaptability: The job requires someone who can adapt to the evolving financial services market. Include examples of how you've successfully navigated changes in previous roles, showcasing your flexibility and willingness to learn.
How to prepare for a job interview at Wesleyan
✨Understand the Medical Sector
As a Specialist Financial Adviser, you'll be covering the medical sector. Make sure to research the specific needs and challenges faced by professionals in this field, such as doctors and dentists. This knowledge will help you tailor your responses and demonstrate your understanding of their financial requirements.
✨Showcase Your Communication Skills
Articulate communication is key for this role. During the interview, practice clear and concise explanations of complex financial concepts. Use examples from your past experiences to illustrate how you've effectively communicated with clients and built relationships.
✨Highlight Your Flexibility and Independence
Wesleyan values the ability to manage your own workload and schedule. Be prepared to discuss how you've successfully balanced multiple responsibilities in previous roles. Share examples that showcase your ability to work independently while still collaborating with a team.
✨Emphasise Continuous Learning
Wesleyan offers ongoing training and support, so it's important to convey your commitment to professional development. Discuss any relevant qualifications or training you've pursued, and express your enthusiasm for furthering your industry knowledge to stay updated with the latest products and trends.
