Financial Adviser

Openwork Limited; Sunderland; Hybride; GBP 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Established client bank

Commission 60/40 on all business

Ongoing adviser support

Flexible working

Income guarantee

Recurring income potential

Career progression opportunities

Supportive team

Résumé du poste

Inspire Financial North East is seeking a Wealth Adviser in Sunderland to provide holistic financial planning and wealth advice. You will review clients and build enduring advisory relationships while developing your own client bank.

The role offers a generous commission structure, ongoing adviser support, and flexible working, with long-term career progression in a supportive environment.

Qualifications

• Strong client relationship and communication skills are essential.
• Entrepreneurial mindset and drive to build long-term client relationships.
• Commitment to ongoing client service and regulatory compliance.

Responsabilités

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

Connaissances

Strong client relationships

Communication skills

Self-motivation

Entrepreneurial mindset

Long-term client service

Formation

Level 4 Diploma in Financial Planning

Description du poste

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
  

Responsibilities of the role

• D eliver 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
  

What will you need to succeed?

• 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
  

Why us?

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.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice