Financial Adviser

The Openwork Partnership; Scotland; Remote; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Remote/flexible working

Bonus on initial fees

Existing client opportunities

Growth through acquisitions

Supportive culture

Job summary

Openwork Limited is seeking a Diploma-qualified Financial Adviser to join our Employed team in Scotland. The role includes access to existing clients and a strong support structure, enabling you to focus on high-quality financial planning and building long-term client relationships.

We offer remote and flexible working arrangements, a competitive base salary of £40,000–£45,000+ with a 15% bonus on initial advice fees.

Qualifications

• Proven track record of sales and client relationship building.
• Self-motivated with excellent communication skills.
• Ambitious with entrepreneurial drive to grow your network and client base.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused advice.
• Analyse clients’ financial situations to determine appropriate mortgage options.
• Utilise the training and support provided by the firm.
• Manage client records and ensure ongoing compliance with all applicable regulatory requirements.
• Promote your services through networking and marketing to grow your client base.

Job description

Financial Adviser Opportunity - Employed

An exciting opportunity has arisen for a Diploma-qualified Financial Adviser to join one of our largest wealth management firms. With multiple acquisitions underway and additional client banks being integrated over the next 12 months, we are looking for an adviser who can quickly become an integral part of the business.

This is an employed role with an established support structure and access to existing clients, making it an ideal opportunity for advisers who want to focus on delivering high-quality financial planning and developing long-term client relationships.

What's in it for you?

• Competitive basic salary of £40,000 - £45,000+
• Higher salaries available for experienced advisers
• Bonus structure paying 15% of initial advice fees
• Existing client opportunities available
• Remote and flexible working arrangements
• Strong acquisition pipeline creating future growth opportunities
• Supportive and informal culture

Your responsibilities will include

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

• Strong track record of sales and building strong client relationships
• Self motivated with excellent communication skills
• Ambitious with entrepreneurial drive to develop your business network and client portfolio
• Good knowledge of industry regulations and compliance standards

Why us?

Milecross Financial (Scotland) Ltd 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. 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.