Specialist Financial Advisor (Leeds)

Wesleyan Financial Services Limited; Leeds; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Car allowance £6,050 per year

Company matched pension up to 2% (up 2

Life assurance – four times base pay

Bonus scheme up to 160% of salary per/

28 days holiday + bank holidays

Volunteering days – two days per year

Discounts across major brands

Job summary

Wesleyan Group is seeking a Dental Specialist Financial Advisor to provide personal and business financial advice to dental professionals across our network in the UK. You will join a team focused on deepening client relationships, expanding expertise, and delivering complex advice with autonomy to tailor solutions to individual customer needs.

You'll benefit from an onboarding programme, access to high-quality dental leads, dedicated paraplanning support, and a collaborative culture that values

Qualifications

• QCF Level 4 qualified (essential) and Competent Advisor Status.
• Chartered status would be advantageous.
• Experience of providing financial planning in a regulated environment with complex advice.
• Proven history of nurturing and growing a customer base.
• Ambitious attitude with a business growth mindset.
• Proven ability to build long-lasting customer relationships.
• Innovation and practicality supporting optimal outcomes for customers and business.
• Continuous thirst for knowledge to better serve customers.

Responsibilities

• Provide quality specialist financial advice on life cover, pensions, investments, wealth management and Inheritance Tax to dentists and their practices.
• Formulate client engagement strategies to drive acquisition and long-term loyalty.
• Develop genuine connections by understanding clients' financial needs and aspirations and the value of specialist advice.
• Build relationships with dental partnerships to understand ongoing challenges and tailor advice.
• Collaborate with support teams to deliver efficient, timely outcomes for customers.

Skills

QCF Level 4

Competent Advisor Status

Regulated financial planning

Grow customer base

Growth mindset

Customer relationship building

Ethical integrity

Strong communication

Job description

Are you a financial advisor that is looking to be better than the average by growing your expertise, deepening your customer relationships and becoming a specialist in your field? Would you like to be in the unique position of being able to provide both personal and business financial advice to our Dental Professionals within a company with a strong commercial proposition? Do you want to help shape brighter financial futures for your customers whilst building your own? Are you looking for a supportive and caring culture that provides you with autonomy on how you manage your customers and workload?

How we will support you in the role

• You will be part of a team of Dental Specialist Financial Advisors that are different to any others in the industry who have access to a unique and entrepreneurial client base, many of which have multiple practices.
• We will provide you with the knowledge and resources that will enable you to become a true Specialist Financial Advisor to Dental professionals
• Following an initial assessment of your advice, experience and knowledge, we will enrol you on a bespoke onboarding programme that will cater to your learning requirements to allow you to excel as a recognised specialist that delivers complex advice to Dentists in your respective territory.
• As well as having the ability to generate your own leads, our award-winning Marketing team will also provide you with high quality Dental leads with strong potential for conversion.
• You will have dedicated support from our Dental Paraplanning team as well as from the wider administrative teams giving you time to focus on using your expertise to deliver complex personal and business advice to your customers.
• We have a sizable team of Dental Relationship Co-ordinators who will book your appointments and work closely with you to ensure the schedule works for you.
• Flexibility to manage workload and personal life
• Joining a team that has partnerships & affinities with Dental professionals which allows our Advisors to gain knowledge and insights from these specialist areas.
• Personal development (relationship development, profile building, qualifications, increasing number of product licenses
• A collaborative and transformative culture that will welcome your ideas on how we can continue to deliver a premium service to our Dental professionals that benefits you, our customers and our business
• You will have autonomy to use your expertise to determine what advice and products are best for your customer

How you will support your customers

• Put Dentists at the heart of what you do by using your expertise to be their critical friend that provides quality specialist financial advice on life insurance, pension, investment, wealth management and Inheritance Tax to truly maximise their wealth opportunities individual and business needs.
• Formulate client engagement strategies to drive acquisition and long-term loyalty.
• You will build a genuine connection with your customers by developing a deep understanding of their financial needs and aspirations and by demonstrating the value and difference that your specialist financial advice can make to their future as well as their families’ and business’.
• Develop relationships with our dental partnerships and affinities to understand the ongoing challenges that Dental professionals are facing, which you will then consider when providing advice. This in turn will demonstrate to your customers that you are an educated trusted partner to their profession
• Build successful relationships with the wider support teams and offer suggestions on how we can collaboratively deliver the best possible outcome to our customers in an efficient and timely way.

What you will bring to the role

• QCF Level 4 qualified (essential) and Competent Advisor Status
• Chartered status would be advantageous
• Experience of providing financial planning in a regulated environment and ideally used to working with complex advice and experience wealth management
• A demonstrated ability to be able to nurture a grow a customer base
• An ambitious attitude with a business growth mindset
• Proven history of being able to build long lasting and meaningful customer relationships
• Innovation and practicality that will support in achieving optimum outcomes for you, for our customers and for our business
• A continuous thirst for knowledge that will support you in seeking better ways to serve your customers
• A strategic and innovative thinker with a pragmatic and inquisitive mindset
• Someone that is trustworthy and acts with ethical integrity
• Experience in identifying challenges that will impact your customers and establishing solutions to resolve these.
• Strong communication and active listening skills who takes the time to truly understand the customer’s needs, and leverages their expertise to offer thoughtful, tailored recommendations.
• Experience of working against income budget targets
• Bonus scheme with a potential to earn 160% of your salary per year (40% per quarter) with an additional maximum on target behaviour bonus of 15% (7.5% typical pay out)
• 28 days holiday plus bank holidays. Once you’ve been at Wesleyan for 5 years it will increase to 30 days.
• Buy extra holiday days or sell holiday you don’t need.
• Car allowance of £6,050 per year
• A great pension scheme – company matched plus 2% (up to 10%).
• Life assurance – worth four times your base pay
• Personal development – we offer great training programmes and support you with external, professional qualifications.
• Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme and medical cover.
• Discounts – across major brands in retail, health, wellbeing and leisure.
• Volunteering days – two days a year off work to volunteer for a worthy cause
• Salary sacrifice scheme 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 will receive equal consideration in their application regardless of race, gender, sexual orientation, disability or how you identify and we encourage applications from diverse backgrounds.

We know the best teams are made up of inclusive groups of diverse people, and everyone’s contribution counts. With the support of our partners and employees, we’re building a culture where difference is encouraged. We set out to recruit the best people for the job irrespective of age, disability, sex, race, religion or belief, gender reassignment and sexual orientation, marriage and civil partnership and pregnancy and maternity.

We are signatories of HM Treasury’s Women in Finance Charter, a founding member of Women in Business network (in our home city of Birmingham), and have a five-year membership commitment to WISE, the campaign for gender balance in the UK science, technology and engineering sectors. We are members of Stonewall’s Diversity Champions programme, and we are committed to strengthening our position in Stonewall’s Workplace Equality Index.

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

We are unable to employ anyone who does not have the legal right to live and work in the UK. If you are from outside the UK and do not possess immigration status which allows you to live and work in the UK, we will be unable to progress your application as Wesleyan are unable to provide sponsorship. Therefore, in the recruitment process all candidates are required to provide the necessary right to work information and documentation.

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable. We reserve the right depending on application numbers to close or extend the closing dates for positions.