Join to apply for the Financial Advisor role at The Openwork Partnership
11 hours ago Be among the first 25 applicants
Join to apply for the Financial Advisor role at The Openwork Partnership
Get AI-powered advice on this job and more exclusive features.
Job Title: Financial Adviser
Location: The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)
Salary: up to £60,000 per annum (depending on experience) plus bonus and benefits
Job Title: Financial Adviser
Location: The business is 100% remote working (Client bank is within Essex - Chelmsford and surrounding areas)
Salary: up to £60,000 per annum (depending on experience) plus bonus and benefits
About the business: I have pleasure in being able to recruit for a forward-thinking financial advisory firm focused on building long-term relationships with their clients. They pride themselves on their team-oriented approach and commitment to providing holistic financial advice. The business has grown significantly since 2017, and they continue to expand their services and client base.
What I am looking for: I am seeking a motivated and enthusiastic Financial Adviser with 2 years + solid advising experience. This is an excellent opportunity for someone looking to further their career in financial services. The successful candidate will be responsible for servicing approximately 80 face-to-face review clients to begin with then will have the opportunity to engage with clients to build relationships and generate new business with a view to increasing to 120 clients.
Key Responsibilities
* Provide financial advice and support to clients.
* Build and maintain long-term relationships with clients.
* Engage with clients through face-to-face meetings and virtual consultations.
* Support the growth of assets under management.
* Collaborate with the team to achieve business growth targets.
What’s On Offer
* Competitive salary of up to £60,000 per annum, depending on experience.
* Flexible working hours and holiday.
* Octopus EV car scheme
* Group Income Protection
* Private healthcare and cash plan offered through Benenden.
* Team building social outings.
* Team bonus for achieving business growth targets.
* Company pension.
* Comprehensive training and development opportunities.
* Support for higher-level qualifications and professional development.
Why apply to join this business?
* They focus on building long-term relationships with clients rather than an intense sales-driven environment.
* There are opportunities for career growth and development within the company.
* They have a supportive and collaborative team environment.
* There is flexibility to work remotely and manage your own schedule.
* Company pride themselves on commitment to a work-life balance and supporting your personal goals.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at The Openwork Partnership by 2x
Get notified about new Financial Advisor jobs in Witham, England, United Kingdom.
Chelmsford, England, United Kingdom 1 month ago
Chelmsford, England, United Kingdom 22 hours ago
Bishop's Stortford, England, United Kingdom 3 weeks ago
Chelmsford, England, United Kingdom 2 weeks ago
Basildon, England, United Kingdom 1 month ago
Colchester, England, United Kingdom 1 month ago
Colchester, England, United Kingdom 1 month ago
Basildon, England, United Kingdom 1 month ago
Romford, England, United Kingdom 2 weeks ago
Colchester, England, United Kingdom 4 days ago
Romford, England, United Kingdom 1 month ago
Romford, England, United Kingdom 2 weeks ago
Chelmsford, England, United Kingdom 1 month ago
Colchester, England, United Kingdom 1 week ago
Colchester, England, United Kingdom 4 days ago
Harlow, England, United Kingdom 3 days ago
Colchester, England, United Kingdom 3 weeks ago
Basildon, England, United Kingdom 2 weeks ago
Basildon, England, United Kingdom 1 month ago
Romford, England, United Kingdom 2 weeks ago
Basildon, England, United Kingdom 2 weeks ago
Colchester, England, United Kingdom 1 week ago
Witham, England, United Kingdom £50,000.00-£60,000.00 1 day ago
Bishop's Stortford, England, United Kingdom 6 days ago
Basildon, England, United Kingdom 2 months ago
Colchester, England, United Kingdom 3 weeks ago
Basildon, England, United Kingdom 1 week ago
Colchester, England, United Kingdom 2 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr