Specialist Financial Adviser

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

Opportunities in our Dental Sector

We are seeking talented Financial Advisers across the UK for upcoming vacancies. We welcome both newly qualified Advisers eager to start their careers and experienced Advisers seeking a rewarding role.

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

Supporting Society’s Trusted Professions

As an experienced Specialist Financial Adviser with a QCF Level 4 qualification, you will build lasting client relationships and focus on business growth. You should be comfortable managing your workload, making commercial decisions, and collaborating with colleagues. Excellent communication skills, a positive outlook, and adaptability to the evolving financial services market are essential.

You will benefit from flexibility, a client base in trusted sectors such as medicine, dentistry, or teaching, and a wide range of products. We provide comprehensive training to help you develop sector-specific knowledge.

You will develop new and existing relationships with support from a dedicated team that qualifies leads, arranges appointments, and offers technical support, enabling you to focus on your clients’ needs and aspirations.

Benefits of Being Part of Our Family

Achieve rewards such as a competitive starting salary, bonuses, car allowance, and a contributory pension. We provide ongoing training and support to keep your industry knowledge current. We support flexible working, job sharing, and part-time arrangements.

Our Unique Approach

We prioritize responsibility, accountability, idea sharing, and collaboration. Proud of our 181-year heritage and mutual status, we focus on members, clients, and our people, without shareholders.

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.
• Option 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 external professional qualifications and development programs.
• Flexible benefits including travel loans, parking, cycle-to-work, and medical cover.
• Discounts on major retail, health, and leisure brands.
• Volunteering days – two days annually.
• Salary sacrifice for ultra-low emission vehicles.
• Employee assistance program for well-being support.

Equality and Diversity

We are committed to diversity and equal opportunity, encouraging applications from all backgrounds. We are signatories of HM Treasury's Women in Finance Charter, members of Women in Business, WISE, Stonewall’s Diversity Champions, and more.

Regulatory and Immigration Requirements

This role is subject to regulatory checks, including criminal record and credit checks, and ongoing assessments under the SMCR Framework. Applicants must have the legal right to work in the UK; we cannot sponsor visas. All candidates must provide proof of their right to work.

Additional Information

Unsolicited agency submissions are considered direct applications with no fees. We may close or extend application deadlines depending on response levels.