Please read the job description in full. If you do not meet the minimum criteria for this role but are looking for a new challenge then please get in contact directly using the email address below, thank you.
About the role
You will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection.
You’ll work closely with our central administration teams to provide an exceptional client experience and ensure ongoing servicing standards are met
Key Responsibilities
* Provide regulated financial advice
* Adhere to Openwork's advice standard
* Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationship
* Deliver holistic financial planning advice across pensions, investments, and protectio
* Identify additional advice opportunities within the client base and via referral
* Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligation
* Collaborate with the administration teams to ensure smooth case progression
* Maintain accurate and up-to-date client records within our CRM and back-office system
* Contribute to the firm’s wider business objectives through consistent delivery and professional conduct
* Base Salary: up to £50,000 per annum (depending on experience)
* Bonus: Linked to advice activity and ongoing client servicing and quality metrics
* Private Medical Cover
* Death in Service
What do you need
* Level 4 Diploma in Regulated Financial Planning (or equivalent) – essential
* Minimum 12 months experience providing regulated financial advice
* Strong technical understanding of pensions, investments, taxation and protection
* Excellent communication, presentation, and relationship management skills
* Highly organised with a client-centric approach and attention to detail
* Experience within The Openwork Partnership network – desirable but not essential
Next steps
If you are a motivated financial advisor and you are looking for an exciting opportunity to join a successful and dynamic business, I would love to hear from you. Please hit apply or get in touch directly - daniel.strubel@theopenworkpartnership.com or DM.
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