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Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…
About the Firm
At Serenity Financial Advice, we’re building something different. Founded with family values but driven by fresh thinking, we combine expert financial planning with a modern, people first approach. We’re a growing team with big ambitions- collaborative, curious and passionate about helping client take control of their future. If you’re looking for a role where your ideas count and your growth matters, you could be the perfect fit.
About the Role
This is an existing opportunity for a Financial Advisor who wants to hit the ground running. You’ll be handed a warm, well-looked after client bank- around £5m in assets across 50 households, giving you a solid foundation of ongoing income and genuine client relationships to step into from day one.
From there, it’s yours to grow. We’ll back you with the tools, support and freedom to build your client base in a way that fits your strengths- whether that’s through referrals, networking or strategic partnerships. You’ll have the autonomy to do your best work, while being part of a lively, ambitious team that believes financial planning should be as engaging as it is empowering.
We’re growing, evolving and always looking to raise the bar – so if you’ve got drive, ideas and a passion for doing what’s right for clients, you’ll feel right at home.
The benefits of being a Financial Advisor
* Warm client bank to get you started, with a readymade portfolio of £5mil aum, providing immediate income.
* All the tech you need, from laptop, phone and full access to software and tools.
* Dedicated paraplanner support.
* Enjoy the freedom and flexibility of self-employment with the backing of a supportive and collaborative team.
* 50% commission split on all revenue with full transparency from day one.
* Flexible working to fit around you.
* Access to offices with meeting rooms and host desks.
* Modern, dynamic culture as part of a young, energetic team.
* Collaborative team environment who supports each other.
* Training and development to keep you sharp and hone your skills.
Your responsibilities as a Financial Advisor will include:
* Manage and grow your client portfolio. Take ownership of an initial bank of circa 50 clients nurturing long term relationships while developing new ones in a way that suits your strengths.
* Deliver high quality, personalised financial advice.
* Stay ahead of the curve and keep your knowledge sharp and your advice relevant through ongoing learning, training and awareness of market development.
What will you need to succeed as a Financial Advisor:
* Must be Level 4 DipFA, CII Diploma qualified or equivalent.
* Preferable to have a minimum of 1 years advising experience.
* Located around the Worcester/Birmingham area.
* Proactive, personable and genuinely care about doing what’s right for the clients.
* Enjoy working independently but thrive as part of a team.
Serenity Financial Advice are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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