Financial Advisor

The Openwork Partnership; Birmingham; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Uncapped earnings

Administrative support

Compliance support

Flexible remote/hybrid working

Job summary

The Openwork Partnership is recruiting Financial Advisers to operate as self-employed partners in the UK. You will deliver holistic financial planning, build a client base, and manage your own portfolio with uncapped earnings potential.

Benefit from full admin and compliance support, ongoing training, and access to a broad range of products. Flexible remote or hybrid working options are available, with a focus on growth and long-term client relationships.

Qualifications

• Must hold Level 4 Diploma in Regulated Financial Planning or equivalent.
• Strong relationship-building skills with clients.
• Proven communication skills and client-focused approach.

Responsibilities

• Provide tailored financial planning advice to clients.
• Conduct comprehensive financial reviews and develop suitable recommendations.
• Advise on investments, pensions, protection, and retirement planning.
• Build and maintain long-term client relationships.
• Grow and manage your own client portfolio and referrals.
• Develop referral partnerships and introducer relationships.
• Ensure all advice complies with FCA regulations and requirements.
• Generate new business through networking and business development.

Skills

Relationship-building

Communication

Entrepreneurial mindset

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Self-Employed Remote / Hybrid Opportunities Uncapped Earnings

OTE £100,000+ Full Admin & Compliance Support Flexible Working

Ready to take control of your earnings and build your own successful advisory business?

We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and client-focused Financial Advisers. Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed.

Why Join?

• Uncapped earning potential with competitive and transparent remuneration structures
• Strong support to help you generate new business and grow your client portfolio
• Full administrative and compliance support
• Flexible remote and hybrid working arrangements
• Ongoing training, mentoring, and professional development
• Access to a broad range of products and providers
• Supportive and collaborative working environment
• Clear opportunities to build and scale your own advisory business

The Role

As a Financial Adviser, you'll provide holistic financial planning advice, helping clients achieve your long-term financial goals while building lasting relationships based on trust and exceptional service.

Key Responsibilities

• Providing tailored financial advice based on clients' individual needs, objectives, and circumstances.
• Conducting comprehensive financial reviews and developing suitable recommendations.
• Advising clients on a range of financial planning areas, including investments, pensions, protection, and retirement planning.
• Building and maintaining long-term client relationships.
• Growing and managing your own client portfolio.
• Developing referral partnerships and professional introducer relationships.
• Ensuring all advice is delivered in line with FCA regulations and compliance requirements.
• Generating new business through networking, referrals, and business development activities.
• Maintaining accurate client records and delivering excellent client outcomes.

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Experience providing regulated financial advice.
• Strong relationship-building and communication skills.
• A client-centric approach with a passion for delivering positive outcomes.
• Entrepreneurial mindset with the ambition to grow a successful advisory business.
• Self-motivated, professional, and driven to succeed.
• Good understanding of FCA regulations, Consumer Duty, and compliance requirements.
• Existing client relationships or business development experience would be advantageous.

Why The Openwork Partnership?

As part of The Openwork Partnership, you'll benefit from the backing of one of the UK's largest and longest-established financial advice networks. You'll have access to industry-leading support, training, business development resources, and a broad range of products and providers, enabling you to focus on what you do best-helping clients achieve their financial goals.

Apply Today

Work Location: Remote / Hybrid Available

Job Type: Self-Employed

Earnings: OTE £100,000+ per annum (uncapped)