Wesleyan have an opportunity for a qualified Financial Consultant in Bromsgrove/Redditch to specialise in our teachers’ market.
We have developed a highly successful business model providing tailored financial advice and products to our select professional groups, each segment has a dedicated Financial Advisor who will build up their expertise and knowledge to best service their clients, new and existing, across the UK.
Our expertise and experience gained from working in conjunction with the NASUWT and other unions, will assist you when providing financial advice on the Teachers’ Pension Scheme, to retirement planning and mortgages to investments.
You will have support from our sales relationship centre assisting you with appointment bookings, client acquisitions and technical support for complex cases. This role will allow you to have autonomy and flexibility to manage your own time, nevertheless dependant on the client’s needs some evening work may be required.
As a Wesleyan Financial Consultant within the Teacher’s Segment, you will be able to demonstrate;
A solid commercial background
Proven track record of delivering sound financial advice
Evidence of business built from Lead Generation, Networking, Seminars, Consultancy Services
Outstanding rapport building skills
Self-motivated, ambitious and driven
QCF Level 4 qualified and working towards Chartered status
UK Driving Licence
Spare room in the home to use as an office space
Experience in one of our markets will be a distinct advantage but is not a necessity as we will provide you with comprehensive knowledge and training from the outset.
This is a fantastic opportunity for someone who wants to work with high net worth clients within a long standing and growing mutual.
Closing date for CV submissions is Thursday 31 May 2018. Feedback on your application will be provided in the week following this date.