Financial Adviser

Openwork Ltd; United Kingdom; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Self-employed/adviser options

£45,000–£55,000 basic salary

33 days annual leave

5% employer pension contribution

Life insurance

Bonus and commission structure

Admin support

Learning & development opportunities

Job summary

Savant, part of The Openwork Partnership, is seeking an adviser based in Aberdeenshire, Scotland. The role offers either Employed or Self-Employed status with travel to meet clients and a full driving licence.

Generous package includes a basic salary of £45,000–£55,000 plus bonuses and a path to Wealth Advice. In this rural, autonomous position, you will build and manage client relationships, provide high-quality financial guidance, and benefit from admin support, learning opportunities, and

Qualifications

• Self-motivated with proven sales and relationship-building skills.
• Excellent communication and networking abilities.
• Entrepreneurial drive to develop your business portfolio.

Responsibilities

• Provide client-focused mortgage advice aligned with client needs.
• Analyse client financial situations to determine suitable mortgage options.
• Maintain compliance with regulatory requirements and record-keeping.
• Promote services through networking and marketing to grow client base.

Job description

This is a self generating opportunity for either an Employed or Self Employed adviser.

Based in Aberdeenshire, Scotland and Due to the rural nature of the area, the successful candidate will need to within commutable distance to the office and be comfortable travelling to meet clients and hold a full driving licence.

What's in it for you?

• Self-Employed and Employed Adviser positions available, generating own business
• £45,000 - £55,000 basic salary for employed candidates with the potential to progress into Wealth Advice and become a long-term addition to the business.
  • 33 days annual leave (including public holidays)
  • 5% employer pension contribution
  • Life insurance
  • Bonus and commission structure to be discussed alongside employed options
• Admin support offered
• Access to learning and development opportunities
• Opportunity to transition from Mortgage Advice into Wealth Advice.
• Rural client-facing role offering significant autonomy and relationship-building opportunities

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 and chartered mentorship
• 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?

Savant 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.