Financial Adviser

Openwork Limited; United Kingdom; Remote; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Commission 80%

In-house training

Competency pathway

Team events

Flexible meetings

Job summary

Openwork Limited offers a self-employed adviser role based remotely in the UK. You’ll earn via an 80% commission split, with in-house training and compliance support to help you build your business.

You can meet clients virtually, by phone, or in person, and you’ll have a defined competency pathway with quarterly team events and referral opportunities to grow your practice while staying compliant.

Qualifications

• Must be Level 4 DipFA or CII Diploma qualified.
• Ability to work independently and as part of a team.

Responsibilities

• Meet with clients to understand their financial goals.
• Provide strategic advice across investments, products and services.
• Conduct regular, ongoing advice to ensure goals and performance.
• Build and develop your business to achieve your goals.
• Complete continued professional development to stay up to date with regulation and products.

Skills

Lead generation

Independent working

Team collaboration

Education

Level 4 DipFA or CII Diploma

Job description

This is a self employed role, based remotely.

What's in it for you?

• Competitive Commission only splits: Enjoy an attractive commission split of 80% allowing for greater earning potential as a self-employed adviser.
• In-House training and compliance support: Benefit from continuous professional development and robust compliance support.
• Defined pathway to competency.
• Be part of a team that values collaboration and regularly hosts in-person events.
• Flexible client meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
• Team camaraderie: Work with like-minded individuals with the opportunity to attend quarterly team training events and share best practices.
• Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners.

Whether you are an experienced or inexperienced financial adviser you will have the freedom to build your own business and kick start your career as a financial adviser. You will need to be able to generate your own leads.

Your responsibilities will include:

• Meet with clients to understand their financial goals.
• Providing strategic advice across a variety of financial Investments, products and services.
• Conduct regular, ongoing advice to ensure goals and performance.
• Build and develop your business to achieve your goals.
• Complete continued professional development to ensure you stay up to date on industry regulation and products.

What will you need to succeed?

• Must be Level 4 DipFA or CII Diploma qualified.
• Ability to work independently and as part of a team.

Why us?

Cooper & Parks Financial Services Limited is an appointedrepresentative of The Openwork Partnership, we are one of the UKs largest andlongest established financial advice networks. There are many benefits of beingpart of something bigger including our ownership structure – at The OpenworkPartnership we are owned by our appointed representative firms, Bain Capitaland our employees. We boast a broad propositionwith deep ties to providers, and being one of the largest advice networks inthe UK, we have some serious resources at our disposal, and put the developmentof our colleagues, advisers and firm support staff first, with our very ownBusiness School. Here at The Openwork Partnership we all come together throughthe Openwork Foundation – who have donated over £22m to UK registered charitiessince it was founded.

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