Job Title: Financial Adviser
Join to apply for the Financial Adviser role at The Openwork Partnership.
Salary: £50,000 - £60,000 Basic, dependent on experience. Employed role with an uncapped OTE.
Location: Home-based or remote, based around North-Midlands and North-West.
Are you an experienced Financial Adviser eager to join a thriving business that can provide you with a client bank and the support needed to maximize your earning potential? (Leads provided)
If you are a talented and passionate Financial Adviser who prioritizes client needs, exceeds expectations, and delivers excellent customer outcomes, this role offers an excellent opportunity. You will benefit from an established brand reputation while having the autonomy to grow your client base as you see fit. You will provide advice on pensions, investments, protection, and other wealth management services, supported by a team dedicated to your career development.
Key Responsibilities:
* Manage client enquiries and the advice process end-to-end with team support.
* Benefit from flexible working options and ongoing training.
* Build and maintain strong relationships with clients seeking quality service.
* Utilize provided client bank, leads, referrals, and undertake proactive business development.
* Book appointments, conduct fact-finding, research, and provide recommendations while building client rapport.
* Maintain professional integrity and stay updated on regulations and financial products.
* Develop comprehensive financial plans to meet clients' goals and conduct reviews.
* Develop new business through relationships with introducers.
This role suits a proactive Financial Adviser capable of building trust-based relationships. You must be self-motivated, confident working independently, yet able to collaborate within a supportive team environment.
Candidate Requirements:
* Qualified Financial Advisers with a minimum of Diploma Level 4.
* Open to candidates with varying levels of experience.
* Willing to work on an employed basis with a competitive bonus scheme.
* Ability to work remotely and manage your schedule flexibly.
If interested, please contact us to discuss this exciting opportunity further.
Additional Information:
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
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