Financial Advisor

The Openwork Partnership; Birstall; On-site; GBP 100,000 - 150,000; Part time

Benefits offered by this job

Uncapped earnings

Business development support

Administrative & compliance support

Flexible remote/hybrid working

Training & mentoring

Job summary

The Openwork Partnership is seeking ambitious Financial Advisers to join a growing network of firms offering self-employed opportunities. Enjoy uncapped earnings potential, full admin and compliance support, and flexible remote/hybrid working to help you build a thriving advisory business.

You'll deliver holistic financial planning, develop client relationships, and access training and resources to grow your client portfolio while staying compliant with FCA regulations.

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent.
• Experience providing regulated financial advice.
• Strong relationship-building and communication skills.
• Client-centric approach focused on positive outcomes.
• Entrepreneurial mindset to grow a successful advisory business.
• Self-motivated, professional and driven to succeed.
• Solid knowledge of FCA regulations and Consumer Duty.

Responsibilities

• Provide holistic financial planning advice tailored to client needs.
• Conduct comprehensive financial reviews and recommendations.
• Advise on investments, pensions, protection, and retirement planning.
• Build and maintain long-term client relationships.
• Grow and manage your own client portfolio.
• Develop referral partnerships and introducers.
• Ensure advice complies with FCA regulations.
• Generate new business through networking and referrals.
• Maintain accurate client records and deliver excellent outcomes.

Skills

Diploma Regulated Financial Planning

Regulated financial advice experience

Relationship-building

Client-centric approach

Entrepreneurial mindset

Self-motivated

FCA regulations knowledge

Business development experience

Education

Level 4 Diploma in Regulated Financial Planning

Equivalent qualification 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)