Remote Wealth Adviser – Build Your Client Base

Openwork Limited; Twyford; On-site; GBP 45,000 - 55,000; Full time

Job summary

Clearview Financial is seeking an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You’ll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships. Whether you’re an established adviser or looking for a platform to grow, we’d love to hear from you.

Qualifications

• Strong track record of sales and building strong client relationships.
• Self motivated with excellent communication skills.
• Ambitious with entrepreneurial drive to develop your business network and client portfolio.
• Good knowledge of industry regulations and compliance standards.

Responsibilities

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• 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 and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

Skills

Sales experience

Client relationships

Communication skills

Entrepreneurial drive

Regulatory knowledge

Job description

Clearview Financial is seeking an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You’ll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships. Whether you’re an established adviser or looking for a platform to grow, we’d love to hear from you.