Wealth Adviser/Financial Adviser

Openwork Limited; Twyford; On-site; GBP 45,000 - 55,000; Full time

Job summary

Clearview Financial is seeking an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You’ll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships. Whether you’re an established adviser or looking for a platform to grow, we’d love to hear from you.

Qualifications

• 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.

Responsibilities

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

Skills

Sales experience

Client relationships

Communication skills

Entrepreneurial drive

Regulatory knowledge

Job description

An exciting opportunity for an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You'll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships.

Whether you're an established adviser or looking for a platform to grow, we'd love to hear from you.

Your responsibilities will include (amend below points as required)

• Provide high-quality, client-focused advice aligned with individual needs and objectives
• Analyse clients’ financial situations to determine appropriate mortgage options
• Utilise the training and support provided by the firm
• Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
• Promote your services through networking and marketing, to grow your client base

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

Amend as required

Why us?

Clearview Financial 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.

Central Wales, East Midlands, Leeds, North East, North Wales, North West, Northern Ireland, Remote - Nationwide, Scotland, South East, South Wales, South West, West Midlands, Yorkshire & The Humber, Swindon, London, Field Based, Home Based

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