What We Do

Specialist Financial Advisers

At Wesleyan Financial Services, we want our Specialist Financial Advisers to spend their time doing what they do best: meeting clients and providing expert advice. 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.

As a Specialist Financial Adviser at Wesleyan, you’ll have the assistance of a dedicated support team to help ease the administrative pressure of the role. They’ll also be on hand to help you build a loyal and valuable client base by supporting appointment booking, customer acquisition and technical support for complex cases.

This isn’t a 9-5, office-based role. You’ll have the autonomy to plan your days, weeks and months as you see fit, building a schedule that works for you. This level of flexibility also ensures that you’re able to meet your clients at times that best suit them.

Supporting our most trusted professions

A key part of the Specialist Financial Adviser role is the opportunity to build lasting client relationships while maintaining a clear focus on business growth.

As well as the flexibility you need to strike a healthy work-life balance, you’ll also be given a client base in a trusted professional sector, such as medicine, dentistry, teaching or law. You’ll be offering tailored products that have been manufactured specifically for these chosen markets, enabling you to help your clients meet their financial goals.

You’ll quickly develop a deep understanding of the sector that your clients work in from the comprehensive training we provide – designed to ensure the right match between customer and adviser.

Support Relationship Centre

Our Support Relationship Centre (SRC) is a vibrant department with a dedicated team who are committed to delivering a high-quality service to our customers.

We’ve created an inclusive and happy working environment for our people and pride ourselves on our high employee engagement scores and opportunities for career development. These opportunities include training programmes, apprenticeships and professional qualifications.

What we do

As Wesleyan’s centralised appointment booking function, our role is to support our Specialist Financial Advisers (SFAs) in preparing for their first meeting with a customer.

As well as arranging appointments and providing up-to-date client information, the SRC also:

• Manage the diaries of SFAs based in different locations across the UK
• Arrange initial appointments for our customers to meet with their local SFA
• Build strong relationships with our SFAs to ensure our customers receive excellent levels of service
• Communicate with both internal and external customers via a wide range of channels (for example, outbound and inbound calling, email and Live Chat)
• Work with our SFAs to support the development of the area they advise in

Our commitment to flexible working

When you join the SRC, you’ll be offered flexible shift patterns between the hours of 9am and 8pm. What’s more, you won’t be required to work weekends.

With the option of working from home or the office, you’ll be able to manage your schedule and find the right work-life balance for you.

General Insurance

Wesleyan’s General Insurance department is an exciting and fast-paced place to work. You’ll be joining a team with a can-do attitude, as well as a real desire to achieve the best possible outcomes for our customers.

We’ve created a happy and inclusive working environment for our people, which is reflected in the positive feedback we regularly receive as part of our annual employee surveys.

What you can expect

When you join the General Insurance team at Wesleyan, we’ll enhance your existing skills and knowledge with a tailored induction programme designed to bring you up to speed with our department-specific processes.

From supporting new business to retaining customers, we’ll equip you with the tools and training you need to reach your career goals and establish yourself as a General Insurance professional.

What we do

As a reputable insurance broker regulated by the Financial Conduct Authority (FCA), we offer a range of insurance products that can be tailored to the needs of our customers, including:

• Home insurance
• Non-standard home insurance
• Car insurance
• Commercial insurance
• Travel insurance
• GAP insurance
• Buy-to-let insurance
• Professional indemnity insurance

A flexible approach to working

As a member of the General Insurance team at Wesleyan, you’ll have the flexibility to choose how, when and where you work.

With the option of working from home or the office, you’ll be able to manage your schedule and find the right work-life balance for you.

Customer Operations Birmingham

Our Customer Operations department is a lively and inclusive place to work. When you join us, you’ll become part of a team with a can-do attitude and a real commitment to supporting our customers in reaching their financial goals.

We also pride ourselves on providing development opportunities that enable people to have a long and successful career with us. These opportunities include apprenticeships, training programmes and professional qualifications.

What you can expect

Wesleyan’s Customer Operations department is often the first port of call for our customers, so it’s natural that they are at the heart of everything we do.

From supporting a customer with a new business application to helping them withdraw money from their pension, Customer Operations offers a variety of customer-focused roles that play a key part in transforming our business.

What we do

Regulated by the Financial Conduct Authority (FCA), we offer a range of investment, pension and protection products that can be tailored to the needs of our customers.

They include:

• Individual Savings Accounts (ISAs)
• Capital Investment Bonds
• Flexible Savings Plans
• Pensions
• Individual Protection
• Group Protection

We also have a Customer Services team based in Oswestry, which forms part of our Practice Plan Group. This team is responsible for dealing with customers looking for practice-branded dental membership plans.

Our approach to smart working

As a member of the Customer Operations team, you’ll be offered Smart Working to help you find the right work-life balance for you. Generally, if you work full-time, we expect you to be in the office for three out of five days a week.