Wealth Adviser

Openwork Limited; Eastleigh, Aldermaston; À distance; GBP 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Offices in Eastleigh and Aldermaston

Monthly bonus

Inherited client bank

Administrative support

Chartered Financial Planner funding

Career progression

Résumé du poste

Prosperity Financial Services in the United Kingdom is seeking experienced Financial Advisers to join their growing team. This employed opportunity provides an established portfolio from day one, enabling advisers to generate recurring income and develop long-term client relationships with comprehensive administrative support.

You will focus on delivering holistic financial planning, maintaining long-term client relationships, and identifying growth opportunities within the existing client base.

Qualifications

• Proven sales track record and ability to grow client portfolios.
• Excellent communication and relationship-building skills.
• Strong knowledge of financial regulations and FCA requirements.
• Self-motivated with an entrepreneurial mindset.

Responsabilités

• Manage an established portfolio of wealth management clients.
• Conduct regular review meetings and identify new advisory opportunities.
• Generate new business through referrals and introducers.
• Maintain compliant client records and adhere to FCA standards.
• Collaborate with admin teams to deliver excellent client service.
• Support business growth and development.

Connaissances

Client relationships

Sales experience

Communication skills

Entrepreneurial drive

Regulatory knowledge

Description du poste

This is an employed Financial Adviser opportunity

What's in it for you?

• Monthly bonus structure with advisers receiving 50% of additional fees generated
• Inherited client bank of 200-250 active wealth management clients
• Offices based in Eastleigh and Aldermaston
• Full administrative support, allowing you to focus on client relationships and advice
• Fully funded support towards achieving Chartered Financial Planner status
• Clear long-term progression into senior and leadership positions within the business

Financial Adviser

Our client, Prosperity Financial Services, is looking to appoint up to three experienced Financial Advisers to join their growing team. This employed opportunity offers an established portfolio of 200-250 existing wealth management clients from day one, providing an excellent platform to generate recurring income and new business opportunities.

The successful candidate will focus on delivering holistic financial planning advice, maintaining long-term client relationships and identifying growth opportunities within an existing client base. With dedicated administrative support, advisers can focus on advising clients rather than paperwork, while benefiting from a transparent bonus structure and clear career progression.

Your responsibilities will include

• Managing and developing relationships with an established portfolio of wealth management clients
• Conducting regular client review meetings and identifying opportunities for further advice
• Generating new business through referrals, client reviews and professional introducers
• Maintaining accurate client records and ensuring ongoing compliance with FCA requirements
• Working closely with the administration team to deliver an outstanding client experience
• Supporting the continued growth and development of the business

What will you need to succeed?

• 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

Why us?

Prosperity Financial Services are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

£45,000 - £55,000 basic salary for candidates with the potential to progress into Wealth Advice