Remote/Hybrid Financial Planner — Client-Focused Growth

Openwork Limited; West Yorkshire; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Mentorship and coaching

Training and development opportunities

Hybrid/remote working options

Guaranteed income for initial period (

Job summary

Openwork Limited is seeking a proactive Financial Planner in the Yorkshire region with hybrid or remote working options. The role offers a pathway from self-employed to employed if preferred, with access to an established client bank and leads.

You will advise on pensions, investments, protection and broader financial planning for clients in Leeds, Doncaster and surrounding areas, with potential mortgage advisory duties if qualified.

Qualifications

• Experience as Financial Adviser or Mortgage Adviser progressing into Financial Planning.
• Self-motivated and driven to exceed customer expectations.
• Ability to manage client enquiries and the advisory process end-to-end.

Responsibilities

• Provide quality advice on pensions, investments, protection and financial planning to active clients across Leeds, Doncaster and wider Yorkshire.
• Manage client enquiries and the end-to-end advice process.
• Book appointments, fact-find, research and make product recommendations.
• Prepare sound financial plans and conduct ongoing reviews.

Skills

Client relationship management

Communication skills

Self-motivation

Time management

Education

Financial planning qualification

Job description

Openwork Limited is seeking a proactive Financial Planner in the Yorkshire region with hybrid or remote working options. The role offers a pathway from self-employed to employed if preferred, with access to an established client bank and leads.

You will advise on pensions, investments, protection and broader financial planning for clients in Leeds, Doncaster and surrounding areas, with potential mortgage advisory duties if qualified.