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Specialist financial adviser

Reigate
Wesleyan
Financial advisor
Posted: 4 September
Offer description

Overview

Join Wesleyan as a Specialist Financial Adviser and you’ll discover a strong, supportive culture that values your personal goals as much as our clients. With no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business. This role covers the Education sector, and the territory includes Reigate, Horsham and the surrounding areas.


Base pay range

A starting base salary of £50,000 - £60,000 with an OTE of £79,000. This range is provided by Wesleyan. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Responsibilities

* Build lasting client relationships while maintaining a clear focus on business growth.
* Manage your own workload, make commercial decisions, and work collaboratively with a dedicated relationship team.
* Communicate clearly and adapt to the evolving financial services market.
* Develop a deep understanding of clients’ challenges, needs and aspirations, supported by comprehensive training.


Qualifications

* QCF Level 4 qualification (or equivalent).
* Experience as a Specialist Financial Adviser with ability to build lasting client relationships and grow the business.
* Strong communication, self-management and willingness to work collaboratively.
* Comfortable managing your own workload and making commercial decisions.


What we offer

In addition to a flexible, supportive culture, you’ll have 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 quickly develop a deep understanding of the sector that your clients work in, with comprehensive training provided.


Benefits

* 28 days holiday plus bank holidays (30 days after 5 years).
* Buy extra holiday days or sell holiday you don’t need.
* Car allowance of £6,050 per year.
* Company pension scheme – matched contributions plus 2% (up to 10%).
* Life assurance – four times your base pay.
* Personal development – training programmes and support for external, professional qualifications.
* Flexible benefits – travel loan, car parking, cycle to work and medical cover.
* Discounts across major brands in retail, health, wellbeing and leisure.
* Volunteering days – two days per year.
* Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
* Employee assistance programme – we help you, take care of you!


Equality, diversity and inclusion

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 are signatories of HM Treasury's Women in Finance Charter and are involved with Women in Business network in our home city of Birmingham, and we are members of Stonewall’s Diversity Champions programme. We are committed to strengthening our position in Stonewall’s Workplace Equality Index.


Flexible working

We are proud supporters of the ABI Making Flexible Work campaign and are open to discuss flexible working, job shares and part-time arrangements.


Regulatory and right to work

Please note this role is subject to regulatory requirements. As a financial services organisation we are committed to the highest standards and we assess applicants to protect the Wesleyan Group and our customers. Checks may include criminal record and credit checks, and ongoing checks under the SMCR framework (Fit & Proper Policy). The exact checks depend on the regulatory regime applicable to the role.


Right to work

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 have immigration status allowing you to live and work in the UK, we cannot progress your application as Wesleyan cannot provide sponsorship. Candidates must provide the necessary right-to-work information and documentation during the recruitment process.


Unsolicited submissions

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.


Closing dates

We reserve the right, depending on application numbers, to close or extend the closing dates for positions.

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