Remote Financial Adviser - Grow Your Client Portfolio

Openwork Limited; Scotland; Remote; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Remote/flexible working

Bonus on initial fees

Existing client opportunities

Growth through acquisitions

Supportive culture

Job summary

Openwork Limited is seeking a Diploma-qualified Financial Adviser to join our Employed team in Scotland. The role includes access to existing clients and a strong support structure, enabling you to focus on high-quality financial planning and building long-term client relationships.

We offer remote and flexible working arrangements, a competitive base salary of £40,000–£45,000+ with a 15% bonus on initial advice fees.

Qualifications

• Proven track record of sales and client relationship building.
• Self-motivated with excellent communication skills.
• Ambitious with entrepreneurial drive to grow your network and client base.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused advice.
• Analyse clients’ financial situations to determine appropriate mortgage options.
• Utilise the training and support provided by the firm.
• Manage client records and ensure ongoing compliance with all applicable regulatory requirements.
• Promote your services through networking and marketing to grow your client base.

Job description

Openwork Limited is seeking a Diploma-qualified Financial Adviser to join our Employed team in Scotland. The role includes access to existing clients and a strong support structure, enabling you to focus on high-quality financial planning and building long-term client relationships.

We offer remote and flexible working arrangements, a competitive base salary of £40,000–£45,000+ with a 15% bonus on initial advice fees.