At a Glance
- Tasks: As a Specialist Financial Adviser, you'll build client relationships and manage your own workload.
- Company: Wesleyan is a trusted financial services provider with a 183-year heritage.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and a generous pension scheme.
- Why this job: Join a supportive culture that values personal goals and offers comprehensive training.
- Qualifications: You need a QCF Level 4 qualification and strong communication skills.
- Other info: We promote diversity and inclusivity, welcoming applicants from all backgrounds.
The predicted salary is between 42000 - 60000 £ per year.
Wesleyan Kingston Upon Hull, England, United Kingdom
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Wesleyan Kingston Upon Hull, England, United Kingdom
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Base pay range
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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 Medical sector. This will be covering South Yorkshire and the 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 support to 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.
A starting salary of £50,000 – £60,000 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.
Seniority level
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Seniority level
Associate
Employment type
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Employment type
Full-time
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Job function
Sales, Finance, and Business Development
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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, as this role specifically targets clients in medicine, dentistry, and teaching. Understanding the unique financial needs and challenges faced by professionals in these fields will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the medical field to build relationships before applying. Attend industry events or join relevant online forums to connect with potential clients and gain insights into their financial concerns.
✨Tip Number 3
Demonstrate your ability to manage your own workload effectively. Prepare examples of how you've successfully balanced multiple client needs or projects in the past, showcasing your organisational skills and independence.
✨Tip Number 4
Highlight your communication skills during any interactions with the company. Being articulate and positive is crucial for this role, so practice discussing complex financial concepts in a clear and relatable manner.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications, particularly your QCF Level 4 qualification. Emphasise any previous roles in financial advising or client relationship management, especially within the medical sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Wesleyan's values and culture. Mention how your personal goals align with their supportive environment and your ability to build lasting client relationships.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as communication, adaptability, and commercial decision-making. Provide examples of how you've successfully used these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential in the financial services industry.
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 financial needs and challenges faced by professionals in this field, such as doctors and dentists. This knowledge will help you build rapport and demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you've successfully built client relationships in the past. Use examples that highlight your ability to articulate complex financial concepts clearly and concisely, as well as your adaptability to different client personalities.
✨Demonstrate Your Self-Management Abilities
Wesleyan values independence and self-management. Be ready to share examples of how you've effectively managed your workload and made commercial decisions in previous roles. Highlight any experience you have with flexible working arrangements, as this aligns with their culture.
✨Emphasise Collaboration and Teamwork
While independence is important, Wesleyan also encourages collaboration. Prepare to discuss instances where you've worked as part of a team to achieve common goals. This could include sharing ideas or supporting colleagues, which shows that you're a team player who values collective success.