Holistic Financial Adviser

Openwork Limited; Leeds, Doncaster; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

Openwork Limited in the Yorkshire region is seeking a proactive Financial Planner to provide high-quality pension, investment and protection advice to an active client base across Leeds and surrounding areas. You will manage client enquiries end-to-end, book appointments, perform fact-finding and research, and make product recommendations.

The role supports hybrid or remote working with options for guaranteed income for the first six months or an employed salary if preferred, plus a strong

Qualifications

• Experience in financial planning and client advisory
• Ability to manage end-to-end advice process
• Mortgage advisory background welcomed if qualified

Responsibilities

• Provide quality advice on pensions, investments, protection, and financial planning
• Manage client enquiries and the advice process end-to-end
• Book appointments, conduct fact-finding, research and product recommendations
• Prepare sound financial plans and conduct ongoing reviews
• Build strong client rapport and maintain regulatory knowledge
• Develop relationships with clients and support proactive business development

Skills

Financial Planning

Pensions Advice

Mortgage Advice

Client relations

Job description

This is a self employed role, based in the Yorkshire area with hybrid or remote working options. The company is also happy to consider the role on an employed basis.

What's in it for you :

• The opportunity for guaranteed income for the first 6 months and a strong support package or a salary on an employed basis if required
• Qualified leads provided, working with an active client base
• Flexible working hours and location
• Support from a mentor with training and personal development opportunities

Your responsibilities will include:

• Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region.
• You will be responsible for managing client enquiries and the advice process end-to-end.
• You will be responsible for booking appointments, fact finding, research and product recommendation
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• If you have a mortgage qualification, providing mortgage advice can also be part of the remit.
• Building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.
• 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.

This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust.

You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations.

What will you need to succeed?

• We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress.
• You will benefit from a market leading proposition
• You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients
• You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations.

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice