Financial Planner

THE OPENWORK PARTNERSHIP; Ipswich; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking a proactive Financial Planner to manage a client bank across East Anglia. The successful candidate will work remotely or in a hybrid model, offering tailored financial advice while enjoying the support of a dedicated team and administrative resources. Excellent remuneration with uncapped commission potential is available for the right candidate.

Benefits

Uncapped commission

Death in Service Benefit

Pension Scheme

Critical illness cover

Qualifications

• Require Diploma Level 4 in Financial Planning.
• Must have experience in providing financial advice.
• Ability to work independently and manage client relationships.

Responsibilities

• Provide quality advice on pensions, investments, protection.
• Manage client enquiries and the advice process end-to-end.
• Build and nourish relationships with clients.

Skills

Self-motivation

Trust building

Client relationship management

Education

Diploma Level 4

Job description

Financial Planner (client bank provided)

GBP45,000 - GBP55,000 basic plus uncapped OTE

East Anglia region (remote/hybrid)

About the Role

The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administration support from the local office.

The benefits

• Salary - GBP45,000 - GBP55,000 basic salary (dependent on experience)
• Uncapped commission, paid at 40% on all new business once 1 x salary validation is reached
• Death in Service Benefit
• Pension Scheme
• Critical illness cover

Your responsibilities will include:

Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region.

• You will be responsible for managing client enquiries and the advice process end-to-end.
• You will benefit from both flexible working options and ongoing training and development.
• You will be building and nourishing relationships with clients who really value quality service.
• You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.
• You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• Generate new business by developing introducer relationships.

What will you need to succeed?

This opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.

• We can consider applications from existing Financial Advisers with all ranges of experience.
• You will work on an employed basis and will benefit from a market leading proposition and an extremely competitive bonus scheme.
• You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit your clients' needs
• You will need to be based within close proximity to the core client base and will undertake some face-to-face meetings as well as virtual consultations.
• You will be supported by administration team who will help you to grow your client base and meet your development goals.

This role is for a firm who are an Appointed Representative 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 so is somewhat of a democracy. 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 GBP22m 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.

If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.