Trainee Wealth Adviser

Openwork Limited; Swindon; On-site; GBP 43,000 - 47,000; Full time

Benefits offered by this job

Pension scheme

Critical illness cover

Income protection

Death in service

Private medical insurance

Dental insurance

Holiday allowance

Volunteer time

Flexible benefits

Job summary

The Openwork Partnership is seeking ambitious Level 4 Diploma qualified professionals to build a career in Wealth Advice. You’ll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence to deliver high-quality financial advice.

During the first quarter you’ll complete a Wealth Adviser Bootcamp with structured technical and advisory training, coaching from experienced advisers, licensing and compliance

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Structured development and support for wealth advice career.
• Bootcamp with technical and advisory training, licensing and compliance education.

Responsibilities

• Join employed advice team and deliver high-quality financial advice.
• Participate in Wealth Adviser bootcamp and licensing process.
• Progress to advising role and work directly with clients after training.

Skills

Communication skills

Interpersonal skills

Client-focused

Education

Level 4 Diploma in Financial Planning

Job description

Ready to take the next step in your Financial Advice career?

At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice.

You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.

This role would be particularly well suited to:

• Paraplanners looking to move into an advisory role
• Recently qualified Wealth Advisers seeking structured development and support
• Financial services professionals with a Level 4 Diploma who are ready to begin advising clients

The Benefits:

• Salary – £45,000
  
• Bonus scheme - on target bonus –10%
  
• Pension scheme - contribute up to 5% of your salary and we will match and put in an extra 5%
  
• Critical illness cover
  
• Income protection
  
• Death in service - 4x salary
  
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities
  
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

About the Opportunity

You'll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence required to deliver high-quality financial advice.

During your first quarter with us, you'll complete a comprehensive Wealth Adviser Bootcamp, including:

• Structured technical and advisory training
• In-depth coaching from experienced Wealth Advisers and business leaders
• Licensing and competency sign-off programme
• Regulatory and compliance development
• Client engagement and advice process training

Ready to take the next step in your Financial Advice career?

At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice.

You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.

This role would be particularly well suited to:

• Paraplanners looking to move into an advisory role
• Recently qualified Wealth Advisers seeking structured development and support
• Financial services professionals with a Level 4 Diploma who are ready to begin advising clients

The Benefits:

• Salary – £45,000
  
• Bonus scheme - on target bonus –10%
  
• Pension scheme - contribute up to 5% of your salary and we will match and put in an extra 5%
  
• Critical illness cover
  
• Income protection
  
• Death in service - 4x salary
  
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities
  
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

About the Opportunity

You'll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence required to deliver high-quality financial advice.

During your first quarter with us, you'll complete a comprehensive Wealth Adviser Bootcamp, including:

• Structured technical and advisory training
• In-depth coaching from experienced Wealth Advisers and business leaders
• Licensing and competency sign-off programme
• Regulatory and compliance development
• Client engagement and advice process training

Following successful completion of the programme and licensing requirements, you'll transition into an advising role, working directly with clients and beginning your journey as a Wealth Adviser within The Openwork Partnership.

What will you need to succeed?

• Level 4 Diploma in Financial Planning
• Passionate about developing a career in Wealth Advice
• Strong communicators with excellent interpersonal skills
• Client-focused and committed to delivering positive outcomes

Training & Location Requirements

The initial training and development programme will be delivered from our Swindon Head Office. Candidates must be able to travel to our Swindon HQ regularly during the first three months of employment to fully participate in the bootcamp, training sessions, coaching, and licensing activities.

Selection Process

We will be running Assessment Centres in Swindon throughout September for this opportunity. Successful candidates will progress through our assessment process and, on joining, begin the next available Trainee Wealth Adviser bootcamp in January 2027 .

Why us?

We're a dynamic, fast paced, andgrowing business with huge ambition. This is all made possible by the brilliantpeople who are part of The Openwork Partnership family. We're investing heavilyin our colleagues, continuously striving to give them the platform to developpersonally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100Large Companies to work for in 2022. The Openwork Partnership values, andrespects individuality and we are committed to building an inclusive cultureand environment where you can balance a successful career with your commitmentsand interests outside of work. We believe that you will bring your best self towork if you are trusted to choose when, where and how you do it.