Specialist Financial Adviser

TN United Kingdom; Birmingham; Remote; GBP 79,000 - 91,000; Full time

Job summary

Join a forward-thinking company as a Specialist Financial Adviser, where your personal goals are valued alongside those of your clients. Enjoy the flexibility of managing your schedule without office ties, allowing you to focus on building lasting relationships and driving business growth. With comprehensive training and a dedicated support team, you’ll thrive in a collaborative environment that promotes diversity and inclusivity. This role offers a competitive salary and generous benefits, making it an exciting opportunity for both newly qualified and experienced advisers seeking to make a meaningful impact in the financial services sector.

Benefits

Competitive salary

Quarterly and annual bonuses

Car allowance

Generous pension scheme

Life assurance

Ongoing training support

Flexible benefits

Volunteer days

Salary sacrifice schemes for electric vehicles

Qualifications

• Experience in building lasting client relationships and managing workloads.
• Strong understanding of the evolving financial services market.

Responsibilities

• Focus on business growth and manage client relationships effectively.
• Collaborate with colleagues to provide technical support and qualify leads.

Skills

Client Relationship Management

Financial Advisory

Business Growth Strategies

Adaptability

Education

QCF Level 4 Qualification

Job description

Join WFS as a Specialist Financial Adviser and discover a strong, supportive culture that values your personal goals as much as our clients’. Enjoy the freedom to plan your work around your life, with no ties to an office, and manage your schedule effectively to benefit both your clients and our business.

Job Details

• Location: Birmingham, United Kingdom
• Job Category: Finance
• EU work permit required: Yes
• Job Reference: e48cf4df7ba6
• Job Views: 11
• Posted: 26.04.2025
• Expiry Date: 10.06.2025

Job Description

Within our Dental Sector, we are seeking talented Financial Advisers across the UK to discuss upcoming vacancies. We welcome both newly qualified Advisers eager to start their career and experienced Advisers seeking a rewarding role.

Apply now to register your interest in future roles.

Role Overview

As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you will build lasting client relationships, focus on business growth, manage your workload, and collaborate with colleagues. You should be articulate, positive, adaptable, and comfortable navigating the evolving financial services market.

We provide comprehensive training to help you develop sector-specific expertise, particularly in trusted professional sectors like medicine, dentistry, or teaching. You will develop relationships supported by a dedicated team that helps qualify leads, arrange appointments, and provide technical support, allowing you to focus on understanding your clients’ needs and aspirations.

Benefits

• Competitive starting salary with an OTE of £79,000
• Quarterly and annual bonuses
• Car allowance of £4,600/year
• Generous pension scheme
• Life assurance
• Ongoing training and external professional qualification support
• Flexible benefits including travel loans, medical cover, and more
• Volunteer days and salary sacrifice schemes for electric vehicles
• Inclusive environment promoting diversity and equal opportunity

Our Culture

We pride ourselves on our heritage, mutual status, and focus on our members, clients, and employees. We promote a collaborative environment where ideas are shared, and responsibility is entrusted to our team members.

Additional Information

We adhere to the highest standards of regulatory compliance, including background checks and ongoing assessments. Candidates must have the legal right to work in the UK; we cannot sponsor visas.

Note: Unsolicited agency submissions are not accepted, and we may close or extend the application deadline depending on the number of applications received.