The opportunity
We’d love to hear from experienced Mortgage and Protection Advisers, actively looking to progress into Wealth Advice, to join us here at The Openwork Partnership.
Through expert-led training, structured learning pathways, and tailored support, you’ll gain the technical knowledge, confidence, and regulatory qualifications needed to broaden your advice offering. More importantly, you’ll learn how to deliver holistic financial planning that deepens client relationships and grows long term value for your career.
By completing our Business School programme and achieving Level 4 Diploma in Financial Planning, you’ll unlock a clear and rewarding career path with us. This milestone doesn’t just mark your success in becoming qualified, it guarantees you a secure, employed position as a fully qualified Wealth Adviser. From day one, you’ll step into a role where your expertise, ambition, and drive are recognised and rewarded, with the opportunity to make a real impact on clients’ financial futures while building a long-term career in wealth management.
These opportunities are based in Swindon, with hybrid options.
What’s in it for you?
1. Best in Market Training and Development through our Inhouse Business School
2. Opportunity to earn your full Level 4 Diploma in Regulated Financial Planning.
3. Salary – £45,000
4. Bonus Scheme – on target bonus – 7.5%
5. Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
6. Critical illness cover
7. Income protection
8. Death in service - 4x salary
9. 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
10. A range of other flexible benefits to include private medical insurance, dental insurance and much more.
What will you need to succeed?
11. CEMAP or equivalent
12. Established experience in both Mortgage and Protection Advice
13. Outstanding communication capability, able to engage and inspire customers
14. Proven track record of exceeding quality and commercial targets
15. Adaptability, resilience and a continuous improvement mindset
16. Drive, determination and a great deal of integrity
Why us?
What sets us apart is our commitment to progression and community. For more than 50 years, The Openwork Partnership has been helping people build lasting careers in financial advice, supported by a nationwide network of experienced professionals. You’ll never be on the journey alone, we’ll be there to mentor, encourage and celebrate your growth.
The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.