Financial Advisor

The Openwork Partnership; Stoke-on-Trent; Remote; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking experienced Financial Advisers to manage client relationships and provide expert investment advice. The role offers flexibility with remote working options and an existing client bank, allowing advisers to maximize their earnings while supporting their professional development.

Benefits

Flexible working options

Ongoing training and development

Support from an award-winning network

Market leading bonus scheme

Qualifications

• Qualified Financial Adviser, minimum Diploma Level 4.
• Experience with managing client inquiries and providing financial advice.
• Self-motivated and confident working independently.

Responsibilities

• Managing client enquiries and the advice process end-to-end.
• Preparing sound financial plans and conducting ongoing reviews.
• Generating new business through introducer relationships.

Skills

Client Relationship Management

Financial Planning

Proactive Business Development

Integrity

Regulatory Knowledge

Education

Diploma Level 4

Job description

Financial Adviser(leads provided)

£50,000 - £60,000 Basic, Dependent On Experience.

Employed role with an uncapped OTE

Home based or remote role, based around North-Midlands and North-West.

Are you an experienced Financial Adviser, keen to join a thriving business who can provide you with a client bank and the support you need to really maximise your earning potential?

If you are a talented and passionate Financial Adviser who puts the client’s needs at the heart of everything you do and are committed to exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!

An exciting opportunity to join an established business, with an excellent reputation, in a role that has arisen due to growth. You will benefit from the existing brand reputation, whilst also having the autonomy to grow your client base in the way you really want to. Giving quality advice on pensions, investments, protection and all aspects of the Wealth Adviser remit, you’ll be supported by a team to really develop your career to the next level and reach your full potential.

• You will be responsible for managing client enquiries and the advice process end-to-end, with the support of the wider team.
• You will benefit from both flexible working options and ongoing training and development.
• You will be building and nourishing relationships with clients who really value quality service.
• You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.
• You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• Generate new business by developing introducer relationships.
  
  

This opportunity will suit a pro-active Financial Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.

• We can consider applications from existing Financial Advisers with all ranges of experience.
• You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme.
• You can work remotely, autonomously and flexibly, managing your diary and time to suit your clients’ needs
• You will be supported by team who will help you to grow your client base and meet your development goals.
  
  

If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.

Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Investment Advisor, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning, Pension Adviser