Wealth Adviser

Openwork Limited; Swindon; On-site; GBP 53,000 - 64,000; Full time

Benefits offered by this job

Salary 53,000–64,000 GBP

On target bonus 15%

Pension: Openwork match up to 5% + 5%

Private medical insurance

Dental insurance

27 days holiday + bank holidays + up 2

Flexible benefits

Job summary

Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients. This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business.

You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals.

Qualifications

• Proven experience advising on wealth products.
• FCA-regulated financial planning experience.
• Ability to deliver high-quality advice to new and existing clients.

Responsibilities

• Deliver professional, FCA-regulated financial planning advice to new and existing clients.
• Conduct regular reviews and provide ongoing service to maintain long-term relationships.
• Inbound leads provided for you, with opportunity to generate new business through referrals.
• Build strong relationships with partner firms and referral sources.
• Complete fact-finding in line with the Openwork Suitable Advice Framework.
• Prepare suitability reports and manage applications compliantly.

Skills

Strong communication

Relationship building

Organised

Target driven

Education

Level 4 Diploma in Financial Services

Job description

We’re on a mission to make high‑quality financial advice accessible to everyone, and we’re looking for experienced Wealth Advisers to help drive our next phase of growth.

This is a permanent, hybrid role within our employed advice team, offering the chance to build strong client relationships while contributing to a modern, ambitious financial planning business.

The Benefits

• Salary – £53,000 – £64,000
• Bonus scheme – on target bonus – 15%
• Pension scheme – contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection – 1 x salary
• Death in service – 4 x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

What You’ll Do

• Deliver professional, FCA‑regulated financial planning advice to new and existing clients.
• Conduct regular reviews and provide ongoing service to maintain long‑term relationships.
• Inbound leads provided for you, whilst the opportunity to generate new business through referrals and networking.
• Build strong relationships with partner firms and referral sources.
• Complete thorough fact‑finding in line with the Openwork Suitable Advice Framework.
• Prepare suitability reports and manage applications efficiently and compliantly.
• Clearly explain our proposition and fee structure.
• Match client needs with the right solutions and ensure a seamless experience.

What will you need to succeed?

• Level 4 Diploma in Financial Services (essential)
• Proven experience advising on wealth products
• Strong communication skills and the ability to build trust quickly
• Highly organised, proactive, and comfortable working to targets
• A collaborative mindset with genuine enthusiasm for helping clients

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.