Financial Adviser

The Openwork Partnership; Greater London; Remote; GBP 30,000 - 70,000; Full time

Job summary

Join a thriving financial services firm as a Financial Adviser in a remote role, where your client-focused approach will shine. This is an exciting opportunity for both experienced and newly qualified advisers who are passionate about delivering exceptional service and exceeding client expectations. With excellent commission splits and administrative support, you will be empowered to build your own business development plan while enjoying the flexibility of working from home. If you are self-motivated and ready to make a significant impact in a supportive environment, this role is perfect for you.

Benefits

Excellent commission splits up to 80%

Flexible working hours

Leads provided

Administrative support

Mentoring for business development

Qualifications

• Experience as a Financial Adviser or related field is essential.
• Ability to build lasting client relationships based on trust.

Responsibilities

• Manage client enquiries and the advice process end-to-end.
• Build and nourish relationships with clients who value quality service.
• Generate new business through proactive development and referrals.

Skills

Financial Advising

Client Relationship Management

Business Development

Regulatory Knowledge

Education

Relevant Financial Qualifications

Job description

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Partnership Recruitment Manager, The Openwork Partnership, Financial Services

Financial Adviser (with leads provided)

Remote role

You may be an experienced Financial Adviser who is ready for a new opportunity, or you may be a newly qualified Adviser, or indeed looking to make the move from Mortgages or Wills into investments and pensions. The crucial thing is that you are quality focused and will always put your clients’ needs first.

You’ll be joining a thriving Financial Services firm in a role which has arisen out of organic growth, born out of a growing reputation in the market and increasing client referrals.

If you are a talented and hungry Financial Adviser who puts customer needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this is the role you have been waiting for!

Benefits:

• Excellent commission splits of up to 80%
• You’ll have the ability to work flexibly and to work from home
• A number of leads are offered as well as some clients to help you maximise your income from the start
• Support and mentoring to build your own business development plan and establish introducer agreements for the longer term
• The option for your own trading style, if desired
• Administrative support is offered from an experienced team
• You’ll be part of an award-winning network with unrivalled support

Responsibilities:

• Managing client enquiries and the advice process end-to-end
• Focusing on the advice process and customer experience with the support of a wider administration team
• Building and nourishing relationships with clients who value quality service
• Undertaking pro-active business development and advertising to generate your own leads and introducer agreements
• Booking appointments, fact finding, research and recommendations, and building outstanding client rapport to generate future business
• Delivering outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products
• Preparing sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews
• Generating new business by developing relationships and referral opportunities

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

If you are curious to find out more, get in touch and we’ll respond to you promptly for a confidential chat.