Wealth Adviser

MILECROSS FINANCIAL SOLUTIONS LIMITED; Poulton-le-Fylde; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Remuneration & commissions

Flexible working arrangements

Training & development

Compliance support

Build client bank

Administrative support

Marketing & lead generation

Collaborative environment

Recurring income

Job summary

Milecross Financial Solutions Limited in Poulton-le-Fylde, on a hybrid basis, invites a driven Wealth Adviser to join the team and help clients achieve their financial goals. You will develop your own client relationships while benefiting from the resources and support of The Openwork Partnership and Milecross, with opportunities for long-term growth.

If you are passionate about delivering strong outcomes, building lasting relationships and growing a sustainable advisory business, we'd love to

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 a focus on personal and professional growth

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

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 Limited is 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

What You'll Need

• 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 a focus on personal and professional growth

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

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.

About The Openwork Partnership

Milecross Financial Solutions Limited is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks.

There are many benefits to being part of something bigger. The Openwork Partnership is owned by its firms, Bain Capital and its employees. It offers a broad proposition, strong provider relationships and significant resources to help advisers and firms succeed.

The Partnership places development at the heart of its culture, investing in advisers, colleagues and support staff through its dedicated Business School. In addition, The Openwork Foundation has donated more than £22 million to UK registered charities since its formation, providing opportunities for firms and advisers to support the communities they serve.