FAQs

What’s the process for applying for a role?

When you have identified a suitable role to apply for, please populate your details and click ‘Apply’. After answering our pre-screening questions, you’ll be able to upload your CV.

Can I apply for more than one role at a time?

Absolutely. Please ensure you only apply to roles that closely match your experience and skill set.

What’s the minimum age required to apply?

The minimum age is 18 to apply.

What should I do if someone at Wesleyan has referred me for a role?

During your online application, you’ll be asked ‘Where did you hear about this role?’. Please select ‘Employee Referral’ and ask the individual who has referred you to provide their Employee ID to submit with your application.

Can I send you my CV in case a suitable job opens up?

Absolutely, please send your CV to our recruitment team using this email address. We’ll review your details and get in touch if a role comes up that matches your skills and experience.

Are there options for career progression?

If you’re looking for a progressive career, the scale and diversity of our business allows you to go as far as your ambition.

If my application is unsuccessful, can I re-apply?

Yes. However, you’ll need to wait until six months after your initial application before you can re-apply for the same role.

What do I need to bring to interview?

We’ll let you know before your interview, but we may ask you to bring your passport or birth certificate, along with any VISA documentation if appropriate (right to work in the UK purposes).

How many interview stages will there be?

The type and number of interviews depend on the requirements of each role. Some roles will require you to complete online assessments before coming in for an interview with the hiring manager. Other interviews have just one stage, while some may involve a presentation. You will be told what your process entails when we invite you in for an interview.

When I have received my verbal offer what happens next?

Your written offer and contract will then be sent and before your start date, and we’ll complete the relevant pre-employment checks. Once everything is in place, we’ll make sure you have everything you need to get started.

Why are all regulated offers subject to a credit check and DBS check?

We’re a financial services organisation, so all regulated roles require you go through a credit check and DBS. If you’re unsure of your financial circumstances, check your credit rating online before applying. Anything you discuss with our Recruitment team or hiring manager will be strictly confidential.

What should I expect from a credit check and DBS check?

We carry out a credit check and DBS check once we have your consent. The check we carry out will not leave a footprint on your credit score.

Do you conduct reference checks?

We check references for the previous five years in order to protect our business and customers. The checks vary, but if the results don’t match what you’ve told us, we may have to withdraw your offer.

Will you contact my current employer for a reference?

We contact your current employer as part of our standard reference check procedure. We will not do this until we have your permission and you have handed in your notice.

As the role is home based, do I decide what hours I will work?

Yes, there is flexibility to manage your working week, however you will be expected to meet with your customers at a date and time that suits them.

Can I bring across my current client bank?

This will depend on whether or not they fit our proposition and the area in which the clients are based. In addition, you will not be able to bring across existing clients if this breaches any non-solicitation agreements that you’re bound by.

How does Wesleyan build a client base in their chosen markets?

Business development takes place through seminars, presentations and client referrals. There is also extensive marketing throughout each segment

What is the product range?

We manufacture our own products in selected areas of financial planning which external non-Wesleyan advisers do not have access to and we also have agreements with third party providers for some products. The product range we offer to clients includes:

• Annuities
• Critical Illness
• Income Protection
• Life Protection
• Pensions
• Savings and Investments
• Mortgages
• In-house GI brokerage
• Wesleyan Bank

I know Wesleyan are multi-tied, but who are they tied to?

We continually monitor the best products and providers in the market place to make sure that our range of third party providers are competitive and best in market for our chosen segment. Therefore, the panel of providers varies according to each segment and the recruiting Area Manager will be able to confirm who they are should you attend an interview.

Why do I need to do certain assessments when I already have the Diploma/AFPC?

We must be consistent in our approach to selecting the best candidate for the role and all applicants go through the same assessments irrespective of experience or qualifications.

Must I have CAS to be able to apply for the Specialist Financial Advisers role?

Fully qualified and experienced applicants should have held CAS within the last three years of the date of their application.

Where we have trainee opportunities, we’re happy to consider candidates who are currently high performing mortgage advisers or medical sales representatives. We do request that these candidates are able to demonstrate a consistent successful track record of sales performance within these roles.

What if my role requires regular driving?

If your role requires regular driving, we provide a cash allowance to cover the running costs of using your own car.