Specialist Financial Adviser

Wesleyan; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

Wesleyan cherche un Conseiller Financier Spécialiste capable de bâtir des relations solides dans le secteur médical, offrant flexibilité de travail et un salaire compétitif. Ce poste comprend des primes, une allocation de voiture et un programme de pension généreux, favorisant l'équilibre travail-vie personnelle.

Benefits

28 jours de congés payés plus jours fériés

Allocation de voiture de 6,050 £ par an

Assurance-vie équivalente à quatre fois votre salaire de base

Programme annuel de bénévolat de deux jours

Dispositions flexibles pour les avantages sociaux

Programme d'assistance aux employés

Qualifications

• Expérience en tant que Conseiller Financier Spécialiste.
• Compétences en communication essentielles.
• Capacité à établir des relations clients durables.

Responsibilities

• Construire de nouvelles relations et développer celles existantes.
• Comprendre les défis financiers des clients.
• Travailler en collaboration avec l'équipe de relations.

Skills

Communication

Gestion de la charge de travail

Prise de décision commerciale

Adaptabilité

Education

QCF Level 4 qualification

Job description

Join Wesleyan as a Specialist Financial Adviser and discover a strong, supportive culture that values your personal goals as much as our clients’. With no ties to an office, 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, specifically Cheshire and 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 focusing on business growth. You should be comfortable managing your workload, making commercial decisions, and working collaboratively. Excellent communication skills, a positive outlook, and adaptability to the evolving financial services market are essential.

We offer flexibility to find your work-life balance, a client base in trusted professional sectors such as medicine, dentistry, or teaching, and a wide range of products to support their financial needs. You’ll develop a deep understanding of your clients’ sectors through comprehensive training provided by us.

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

Being part of our family will benefit yours

Achieve more and earn competitive rewards, including a starting salary with an OTE of £79,000, quarterly and annual bonuses, a car allowance, and a generous contributory pension. We provide ongoing training and support to help you develop your industry knowledge and stay updated with the latest products.

We support flexible working arrangements, including job shares and part-time roles, as part of our commitment to work-life balance.

The face of our business

Our approach puts you at the heart of our business, emphasizing responsibility, accountability, collaboration, and idea-sharing. We take pride in our 183-year heritage, our mutual status, and our focus on our members, clients, and people, now and in the future.

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

• 28 days holiday plus bank holidays, increasing to 30 days after 5 years.
• Option to buy or sell holiday days.
• Car allowance of £6,050 per year.
• 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, wellbeing, and leisure brands.
• Volunteering days – two days annually to volunteer.
• Salary sacrifice scheme for ultra-low emission vehicles.
• Employee assistance program for your well-being.

We value diversity and encourage applications from all backgrounds. We are committed to equal opportunity employment and are signatories of various equality and diversity initiatives.

This role is subject to regulatory requirements, including background checks, criminal record, credit checks, and ongoing assessments under the SMCR framework. Candidates must have the legal right to work in the UK; we cannot sponsor visas.

Any unsolicited agency submissions will be considered a direct application, with no fees payable.

We reserve the right to close or extend the application deadline depending on the number of applicants.