Financial Planner

Openwork; Haydock; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Existing client bank

Hybrid work model

Autonomy of self-employment

Strong income potential

Job summary

Openwork is seeking a self-employed Financial Adviser to join its Mortgage team near St. Helens. You will step into an established client bank, providing ongoing holistic advice and new business development, with supportive leadership and a collaborative culture.

This hybrid role offers autonomy, strong income potential, and access to referrals from within the network. You’ll operate within Openwork’s supportive ecosystem and infrastructure while managing your own schedule.

Qualifications

• Current or recent experience as a Financial Adviser or at least 2 years in transferable roles (e.g., paraplanner, mortgage adviser transitioning to holistic advice)
• Comfortable operating in a self-employed model
• Ability to generate new business alongside servicing existing clients
• Existing client relationships or ability to build them in a network model
• Strong interpersonal, ethical and client-first mindset

Responsibilities

• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice and new business development
• Work in a hybrid model with at least one day in the office per week to maintain collaboration

Skills

Financial advisory

Client relationship

Self-employed experience

Job description

This is a self-employed role - You must be within a close proximity to St. Helens

The Opportunit y

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing Mortgage team.

This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, untouched client bank, and a genuinely collaborative environment.

You'll be stepping into an existing client bank, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further .

What You'll Receive

High-Earning Potential

• No reduction on firm-generatedleads
• Referrals from mortgage and protection team
• Strong cross-referral culture across the business
• Modern office environment
• Open-door, supportive leadership style
• Established team of 3 advisers
• Strong emphasis on work-life balance and team integration

How You'll Work

• Hybrid model with flexibility
• Minimum one day per week in the office to maintain collaboration and team integration
• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice, and new business development

What will you need to succeed?

What We're Looking for

• Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
• Comfortable operating in a self-employed model
• Strong interpersonal and client relationship skills
• Professional, ethical and client-first mindset
• Experience within a network model (experience with Openwork Partnership advantageous)
• Ability to generate new business alongside servicing existing clients
• Existing client relationships

Ideal for advisers who want to maximise earnings utilising an untouched client bank.

Why us?

This is a rare opportunity combining

• Immediate earnings via an existing client bank
• Strong, transparent split
• A genuinely positive and collaborative culture

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.