Wealth Adviser

Openwork Limited; Poulton-le-Fylde; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Commission structure

Flexible work

Training & development

Compliance support

Lead generation

Collaborative environment

Recurring income potential

Job summary

Milecross Financial Solutions Limited in Poulton-le-Fylde (hybrid) is seeking a motivated Wealth Adviser to join a supportive and growing team. You will develop your own client relationships while benefiting from the backing of Milecross and The Openwork Partnership.

We value advisers who deliver great client outcomes, build lasting relationships and grow a sustainable advisory business. The role offers flexible working, ongoing training and compliance support, with potential to build a

Qualifications

• Relevant industry qualifications and regulatory permissions appropriate to the role.
• Strong communication and relationship-building skills.
• Commitment to delivering excellent customer outcomes.
• Self-motivated with a proactive approach to business development.
• Professional and ethical approach to advice.
• Good understanding of industry regulations and compliance requirements.
• Ability to build trust and maintain long-term client relationships.
• Entrepreneurial mindset with growth focus.

Responsibilities

• Provide high-quality advice tailored to clients' individual needs and objectives.
• Build and maintain long-term client relationships.
• Develop new business opportunities through referrals, networking and existing relationships.
• Manage client cases and records accurately and efficiently.
• Work in accordance with all regulatory, compliance and Consumer Duty requirements.
• Promote your services professionally within your local community and network.
• Contribute positively to the continued growth and reputation of the business.

Skills

Relationship-building

Business development

Communication

Entrepreneurial mindset

Education

Regulatory permissions

Job description

Business: Milecross Financial Solutions Limited

Location: Poulton-le-Fylde, Blackpool – hybrid

About the Opportunity

Are you an ambitious and client-focused adviser looking to develop your career within a supportive and growing business?

Milecross Financial Solutions Limitedis seeking a motivated Wealth Adviser to join the team. Whether you're already an established adviser or looking for the right environment to accelerate your growth, this is an opportunity to build a successful long-term business with the support of an experienced and collaborative team.

This role offers the flexibility to develop your own client relationships while benefiting from the support, resources and opportunities available through both Milecross Financial Solutions Limited and The Openwork Partnership.

We're looking for individuals who are passionate about delivering great client outcomes, building lasting relationships and growing a sustainable advisory business.

Benefits of the Role

• Competitive remuneration and commission structure
• Flexible working arrangements
• Access to support, training and professional development
• Ongoing compliance and business support
• Opportunity to build and develop your own client bank
• Administrative support (where applicable)
• Access to marketing and lead generation support (where applicable)
• Supportive and collaborative working environment
• Ability to build recurring income and a sustainable client portfolio

Responsibilities

• Provide high-quality advice tailored to clients' individual needs and objectives
• Build and maintain long-term client relationships
• Develop new business opportunities through referrals, networking and existing relationships
• Manage client cases and records accurately and efficiently
• Work in accordance with all regulatory, compliance and Consumer Duty requirements
• Promote your services professionally within your local community and network
• Contribute positively to the continued growth and reputation of the business

What will you need to succeed?

• Relevant industry qualifications and regulatory permissions appropriate to the role
• Strong communication and relationship-buildingskills
• Commitment to delivering excellent customer outcomes
• Self-motivated with a proactive approach to business development
• Professional and ethical approach to advice
• Good understanding of industry regulations and compliance requirements
• Ability to build trust and maintain long-term client relationships
• Entrepreneurial mindset with a focus on personal and professional growth

Who This Role Would Suit

This opportunity would suit an ambitious adviser who values professional development, enjoys building strong client relationships and is motivated to grow a successful long-term business.

Whether you're already established, newly qualified, or looking for a more supportive environment to achieve your career goals, we'd be pleased to hear from you.

Why us?

Milecross Financial Solutions 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