Financial Advisor

Cooper & Parks Financial Services Ltd; England; Remote; GBP 30,000 - 70,000; Full time

Benefits offered by this job

Competitive commission split

In-house training and compliance support

Flexible client meetings

In-house training & compliance support

Defined competency pathway

Supportive team

Flexible client meetings

Team training events

Referral opportunities

Job summary

A financial advisory firm in the UK seeks aspiring Mortgage and Protection Advisers. The role offers autonomy, flexible working, and an 80% commission split. Candidates must hold a Level 4 DipFA or CII Diploma. Training and support provided for career development.

Qualifications

• Must be Level 4 DipFA or CII Diploma qualified.
• No experience necessary.
• Ability to work independently and as part of a team.

Responsibilities

• 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.

Skills

Independent working

Client relationship management

Education

Level 4 DipFA or CII Diploma

Job description

Overview

Direct message the job poster from Cooper & Parks Financial Services Ltd

Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…

About the Firm

Founded in 2000, Cooper & Parks Financial Services are a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and a wide range of Financial Planning including Pensions and Investments. With an unwavering commitment to service standards and client satisfaction, their mission is to exceed clients’ expectations and help them to realise their financial dreams.

About the Role

Whether you are an experienced or inexperienced financial advisor you will have the freedom to build your own business and kick start your career as a financial advisor. With flexible, remote working, full autonomy over your diary and no micromanagement or targets, you can concentrate on delivering exceptional advice and benefiting from in house supervision, support, training and a high 80% commission split as standard!

Benefits

• Competitive Commission only splits: Enjoy an attractive commission split of 80% allowing for greater earning potential as a self-employed adviser.


• No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.


• Nationwide opportunities: working remotely with full control over your diary.


• In-House training and compliance support: Benefit from continuous professional development and robust compliance support.


• Defined pathway to competency.


• Supportive team: 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 practises.


• Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners.

Responsibilities

• 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.

Qualifications

• Must be Level 4 DipFA or CII Diploma qualified.


• No experience necessary.


• Ability to work independently and as part of a team.

Cooper & Parks Financial Services Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.

Job details

• Seniority level: Associate


• Employment type: Full-time


• Job function: Sales, Finance, and Business Development