Wealth Adviser with Established Client Bank

Openwork Limited; Sunderland; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Established client bank

Commission 60/40

Ongoing support

Administrative support

Flexible working

Income guarantee

Recurring income

Career progression

Collaborative environment

Job summary

Inspire Financial North East in Sunderland is seeking a Wealth Adviser to deliver holistic financial planning for an existing client bank and to grow their own book. This role focuses on wealth and financial planning, not mortgages.

Benefiting from a generous 60/40 commission structure in your favour, ongoing support from experienced advisers, and flexible working arrangements, you can build significant recurring income and a long-term advisory career.

Qualifications

• Level 4 Diploma in Financial Planning (minimum) required.
• Chartered Financial Planner status desirable but not essential.
• Strong client relationship and communication skills.
• High levels of self‑motivation and personal drive.
• Entrepreneurial mindset with a focus on long‑term success.
• Commitment to providing excellent ongoing client service.

Responsibilities

• Deliver holistic financial planning and wealth advice.
• Conduct client reviews and build long‑term advice relationships.
• Support existing clients while developing your own client bank.
• Generate additional business through referrals and networking.
• Work in accordance with all regulatory and compliance requirements.
• Collaborate with the Inspire Financial North East team to support client outcomes.

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status desirable

Job description

Inspire Financial North East in Sunderland is seeking a Wealth Adviser to deliver holistic financial planning for an existing client bank and to grow their own book. This role focuses on wealth and financial planning, not mortgages.

Benefiting from a generous 60/40 commission structure in your favour, ongoing support from experienced advisers, and flexible working arrangements, you can build significant recurring income and a long-term advisory career.