Hybrid Financial Planner with Leads & Mentorship

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

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