Find a job 
Featured Companies 
Featured Universities 
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 clients in 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 financial services.
- Qualifications: You need a QCF Level 4 qualification and experience in building client relationships.
- Other info: We celebrate diversity and encourage applications from all backgrounds.
The predicted salary is between 43000 - 67000 £ per year.
Overview
Wesleyan is seeking a Specialist Financial Adviser to cover the Medical sector in Blackpool, Preston, Wigan and surrounding areas. With no ties to an office, you’ll have the freedom to plan your work around your life and manage your schedule to benefit both your clients and the business. This role covers the Medical sector in Blackpool, Preston, Wigan and surrounding areas.
This range is provided by Wesleyan. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Base salary: £50,000 – £60,000 with an OTE of £79,000. 28 days holiday plus bank holidays. After 5 years, holiday entitlement increases to 30 days.
Responsibilities
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 have the freedom to plan your work around your life and manage your schedule to benefit both your clients and our business. You will cover the Medical sector in Blackpool, Preston, Wigan and surrounding areas.
As an experienced Adviser with a QCF Level 4 qualification, you’ll build lasting client relationships while focusing on business growth. You’ll manage your own workload, make commercial decisions, and collaborate with colleagues to share ideas. You’ll be an articulate communicator with a positive outlook and the flexibility to adapt to the evolving financial services market. You’ll build new relationships and develop existing ones with the support of a dedicated relationship team to qualify new business leads, arrange appointments and provide technical support. You’ll focus on understanding your clients’ challenges, needs and aspirations.
Qualifications
QCF Level 4 qualification (or equivalent). Ability to build lasting client relationships, manage your own workload, and make sound commercial decisions. Strong communication skills and collaborative mindset. Ability to adapt to a dynamic financial services market.
Benefits
- Base salary £50,000 – £60,000 with an OTE £79,000; 28 days holiday plus bank holidays. After 5 years it increases to 30 days.
- Car allowance of £6,050 per year. Pension scheme – company matched up to 2% (up to 10%). Life assurance – four times your base pay.
- Personal development – external, professional qualifications supported.
- Flexible benefits – travel loan, car parking, cycle to work, time and medical cover.
- Discounts across major brands in retail, health, wellbeing and leisure.
- Volunteering days – two days per year.
- Salary sacrifice 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 receive equal consideration regardless of race, gender, sexual orientation, disability or how you identify, and we encourage applications from diverse backgrounds.
Please note this role is subject to regulatory requirements. Checks may include the Senior Managers and Certification Regime (SMCR) or Insurance Distribution Directive (IDD). A criminal record check and credit check will apply and ongoing checks may be carried out in line with the Group SMCR Framework.
We are unable to employ anyone who does not have the legal right to live and work in the UK. If you require sponsorship, this role cannot progress.
Any unsolicited submissions from agencies will be accepted as direct applications from candidates. Closing dates may apply to positions.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
#J-18808-Ljbffr
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 in the areas you’ll be covering, such as Blackpool and Preston. Understanding the specific financial needs and challenges faced by professionals in medicine, dentistry, and teaching will help you connect better with potential clients.
✨Tip Number 2
Network with professionals in the medical field through local events or online platforms. Building relationships with individuals in these sectors can lead to valuable referrals and insights that will enhance your understanding of their financial requirements.
✨Tip Number 3
Showcase your communication skills during any interactions, whether in person or online. Being articulate and positive will not only impress potential clients but also demonstrate your ability to build lasting relationships, which is crucial for a Specialist Financial Adviser.
✨Tip Number 4
Be prepared to discuss how you can manage your workload effectively while still being open to collaboration. Highlighting your adaptability and willingness to share ideas will resonate well with the supportive culture Wesleyan promotes.
We think you need these skills to ace Specialist Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Specialist Financial Adviser, particularly your QCF Level 4 qualification. Emphasise your ability to build client relationships and manage your workload effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the medical sector and your adaptability in the financial services market. Mention how your skills align with Wesleyan's values and culture.
Showcase Relevant Experience: In your application, provide specific examples of how you've successfully managed client relationships and contributed to business growth in previous roles. This will demonstrate your capability to thrive in this position.
Highlight Your Communication Skills: Since the role requires strong communication abilities, include instances where you effectively communicated complex financial concepts to clients or collaborated with colleagues to achieve common goals.
How to prepare for a job interview at Wesleyan
✨Understand the Medical Sector
Familiarise yourself with the specific challenges and financial needs of professionals in the medical sector. This knowledge will help you build rapport and demonstrate your expertise during the interview.
✨Showcase Your Communication Skills
As an articulate communicator, it's essential to convey your ideas clearly. Practice explaining complex financial concepts in simple terms, as this will be crucial when dealing with clients from various backgrounds.
✨Emphasise Relationship Building
Highlight your experience in building and maintaining client relationships. Be prepared to share examples of how you've successfully developed trust and rapport with clients in previous roles.
✨Demonstrate Flexibility and Adaptability
Wesleyan values a flexible approach to work. Be ready to discuss how you've adapted to changing circumstances in your previous roles and how you plan to manage your workload effectively in this position.
