Remote Financial Adviser - Self-Employed, 80% Commission

Openwork Limited; United Kingdom; Remote; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Commission 80%

In-house training

Competency pathway

Team events

Flexible meetings

Job summary

Openwork Limited offers a self-employed adviser role based remotely in the UK. You’ll earn via an 80% commission split, with in-house training and compliance support to help you build your business.

You can meet clients virtually, by phone, or in person, and you’ll have a defined competency pathway with quarterly team events and referral opportunities to grow your practice while staying compliant.

Qualifications

• Must be Level 4 DipFA or CII Diploma qualified.
• Ability to work independently and as part of a team.

Responsibilities

• Meet with clients to understand their financial goals.
• Provide strategic advice across investments, products and services.
• Conduct regular, ongoing advice to ensure goals and performance.
• Build and develop your business to achieve your goals.
• Complete continued professional development to stay up to date with regulation and products.

Skills

Lead generation

Independent working

Team collaboration

Education

Level 4 DipFA or CII Diploma

Job description

Openwork Limited offers a self-employed adviser role based remotely in the UK. You’ll earn via an 80% commission split, with in-house training and compliance support to help you build your business.

You can meet clients virtually, by phone, or in person, and you’ll have a defined competency pathway with quarterly team events and referral opportunities to grow your practice while staying compliant.