Financial Adviser

Openwork Limited; Sunderland; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Established client bank

Commission 60/40

Ongoing support

Administrative support

Flexible working

Income guarantee

Recurring income

Career progression

Collaborative environment

Job summary

Inspire Financial North East in Sunderland is seeking a Wealth Adviser to deliver holistic financial planning for an existing client bank and to grow their own book. This role focuses on wealth and financial planning, not mortgages.

Benefiting from a generous 60/40 commission structure in your favour, ongoing support from experienced advisers, and flexible working arrangements, you can build significant recurring income and a long-term advisory career.

Qualifications

• Level 4 Diploma in Financial Planning (minimum) required.
• Chartered Financial Planner status desirable but not essential.
• Strong client relationship and communication skills.
• High levels of self‑motivation and personal drive.
• Entrepreneurial mindset with a focus on long‑term success.
• Commitment to providing excellent ongoing client service.

Responsibilities

• Deliver holistic financial planning and wealth advice.
• Conduct client reviews and build long‑term advice relationships.
• Support existing clients while developing your own client bank.
• Generate additional business through referrals and networking.
• Work in accordance with all regulatory and compliance requirements.
• Collaborate with the Inspire Financial North East team to support client outcomes.

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status desirable

Job description

Are you an ambitious Financial Adviser looking to join a growing business with access to existing clients and genuine long‑term growth potential?

Inspire Financial North East is seeking a Wealth Adviser to join our Sunderland-based team. This role focuses exclusively on wealth and financial planning advice and does not include mortgage advising responsibilities.

You will benefit from introductions to existing clients, including review opportunities generated from an established client bank, helping you build momentum from day one while developing your own network for future growth.

We're looking for someone with the right mindset, motivation and commitment to delivering excellent client outcomes. Chartered status would be desirable, but attitude and ambition are far more important than a particular level of experience.

Benefits of the role

• Access to an established client bank and review opportunities
• Generous commission structure starting at 60/40 on all business in your favour, rising in the future
• Ongoing support from experienced advisers and administration teams
• Full administrative support
• Flexible working arrangements
• Income guarantee available
• Opportunity to build significant recurring income
• Supportive and collaborative environment
• Long‑term career progression opportunities

What you’ll need for the role

• Level 4 Diploma in Financial Planning (minimum)
• Chartered Financial Planner status desirable but not essential
• Strong client relationship and communication skills
• High levels of self‑motivation and personal drive
• Entrepreneurial mindset with a focus on long‑term success
• Commitment to providing excellent ongoing client service

Responsibilities of the role

• Deliver holistic financial planning and wealth advice
• Conduct client reviews and build long‑term advice relationships
• Support existing clients while developing your own client bank
• Generate additional business through referrals and networking
• Work in accordance with all regulatory and compliance requirements
• Collaborate with the Inspire Financial North East team to support client outcomes

This role would suit an ambitious Financial Adviser who wants to be part of a supportive community, values long‑term client relationships and is motivated by the opportunity to build a highly successful advisory career.

Whether you're already established or looking for the right environment to accelerate your career, we are primarily interested in individuals who are driven, positive and eager to succeed.

Inspire Financial North East offers the platform, support and opportunities to help the right person thrive.

Inspire Financial North East 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.