Wealth Adviser | Hybrid - Build Your Own Client Bank

Openwork Limited; Carleton; Hybride; GBP 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

Competitive remuneration

Flexible working

Training and development

Compliance support

Build your own client bank

Administrative support

Marketing and lead generation

Collaborative environment

Recurring income potential

Résumé du poste

Milecross Financial Solutions Limited, part of The Openwork Partnership, seeks a Wealth Adviser to develop client relationships in a hybrid role near Poulton-le-Fylde, Blackpool. You will work with a supportive team to build a sustainable advisory business and recurring income.

The position offers flexible working, access to training and ongoing compliance support, and the opportunity to grow client banks while delivering excellent outcomes for clients.

Qualifications

• Relevant industry qualifications and regulatory permissions.
• Proven ability to build long-term client relationships.
• In-depth knowledge of Consumer Duty and regulatory requirements.

Responsabilités

• Provide high-quality financial advice aligned to client needs.
• Build and maintain relationships; generate new business.
• Maintain accurate client records and comply with regulations.
• Promote services within local community and network.

Connaissances

Communication skills

Relationship-building

Business development

Self-motivation

Ethical advisory approach

Formation

Industry qualifications & regulatory permissions

Description du poste

Milecross Financial Solutions Limited, part of The Openwork Partnership, seeks a Wealth Adviser to develop client relationships in a hybrid role near Poulton-le-Fylde, Blackpool. You will work with a supportive team to build a sustainable advisory business and recurring income.

The position offers flexible working, access to training and ongoing compliance support, and the opportunity to grow client banks while delivering excellent outcomes for clients.