Hybrid Wealth Advisor | Client-Focused Financial Planning

Openwork Limited; Swindon; Hybrid; GBP 53,000 - 64,000; Full time

Benefits offered by this job

Salary 53,000–64,000 GBP

On target bonus 15%

Pension: Openwork match up to 5% + 5%

Private medical insurance

Dental insurance

27 days holiday + bank holidays + up 2

Flexible benefits

Job summary

Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients. This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business.

You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals.

Qualifications

• Proven experience advising on wealth products.
• FCA-regulated financial planning experience.
• Ability to deliver high-quality advice to new and existing clients.

Responsibilities

• Deliver professional, FCA-regulated financial planning advice to new and existing clients.
• Conduct regular reviews and provide ongoing service to maintain long-term relationships.
• Inbound leads provided for you, with opportunity to generate new business through referrals.
• Build strong relationships with partner firms and referral sources.
• Complete fact-finding in line with the Openwork Suitable Advice Framework.
• Prepare suitability reports and manage applications compliantly.

Skills

Strong communication

Relationship building

Organised

Target driven

Education

Level 4 Diploma in Financial Services

Job description

Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients. This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business.

You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals.