Specialist Financial Adviser

TN United Kingdom; Leeds; Remote; GBP 79,000; Full time

Job summary

An established industry player seeks Specialist Financial Advisers to join their supportive team. This role offers the flexibility to manage your schedule while building lasting client relationships in trusted sectors like medicine and dentistry. With a competitive starting salary and a range of benefits including a car allowance and ongoing training, you'll thrive in a culture that prioritizes personal goals alongside business growth. Join a company that values collaboration and responsibility, ensuring you have the resources to succeed while enjoying a rewarding career.

Benefits

25 days holiday plus bank holidays

Car allowance of £4,600 annually

Company-matched pension scheme

Life assurance worth four times base pay

Flexible benefits including travel loans

Discounts across retail, health, and leisure brands

Volunteering days—two days annually

Employee assistance program for well-being support

Qualifications

• Experience in building client relationships and managing workloads.
• Ability to adapt to the evolving financial market.

Responsibilities

• Develop new relationships and nurture existing ones.
• Focus on understanding clients' needs and aspirations.

Skills

Articulate Communication

Commercial Decision Making

Adaptability

Education

QCF Level 4 Qualification

Job description

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

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 careers and experienced Advisers seeking a rewarding new role.

Please click the apply now button to register your interest in our future roles.

Supporting society’s most trusted professions

As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you’ll build lasting client relationships while focusing on business growth. You should be comfortable managing your workload, making commercial decisions, and working collaboratively. Articulate communication, a positive outlook, and adaptability to the evolving financial market are essential.

We offer flexibility to help you balance life and work, a client base in trusted sectors like medicine, dentistry, or teaching, and a wide range of products to meet their financial needs. You will develop sector-specific knowledge through comprehensive training.

You’ll develop new relationships and nurture existing ones, supported by a dedicated team that helps qualify leads, arrange appointments, and provide technical support. This allows you to focus on understanding your clients’ needs and aspirations.

Being part of our family will benefit yours

The more you achieve, the greater your rewards, including a competitive starting salary, bonuses, car allowance, and a contributory pension. Ongoing training will keep your industry knowledge current.

We support flexible working, job sharing, and part-time roles, aligning with our commitment to flexible work arrangements.

The face of our business

Our approach puts you at the heart of our business, emphasizing responsibility, collaboration, and support from colleagues at all levels. We value our 181-year heritage and mutual status, focusing on members, clients, and people rather than shareholders.

A starting salary with an OTE of £79,000.

• 25 days holiday plus bank holidays, increasing to 28 days in 2024, and 30 days after 5 years.
• Options to buy or sell holiday days.
• Car allowance of £4,600 annually.
• Company-matched pension scheme plus 2% (up to 10%).
• Life assurance worth four times your base pay.
• Support for personal development and external qualifications.
• Flexible benefits including travel loans, car parking, cycle to work, and medical cover.
• Discounts across retail, health, and leisure brands.
• Volunteering days—two days annually to volunteer.
• Salary sacrifice scheme for low-emission vehicles.
• Employee assistance program for well-being support.

We celebrate diversity and ensure all applicants are considered equally, regardless of background. We are committed to inclusive hiring and are signatories of various equality initiatives, including HM Treasury's Women in Finance Charter and Stonewall’s Diversity Champions.

This role is subject to regulatory requirements, including checks related to criminal records, credit, and ongoing compliance with the SMCR framework. Candidates must have the legal right to work in the UK; we cannot sponsor visas.

Unsolicited agency applications will be considered as direct applications, with no fees payable.

We may close or extend the application deadline depending on the number of applicants.