Wealth Advisor: High-Earning Potential with Leads

The Openwork Partnership; United Kingdom; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

High commission

Lead sources

Uncapped earnings

Business network

Learning & development

CRM system

Marketing support

Technical training

Support packages

Job summary

Just Wealth, part of The Openwork Partnership, is recruiting Wealth Advisors to deliver tailored mortgage and protection advice across our nationwide network. You’ll leverage high-commission opportunities (up to 85% on advice fees) and multiple lead sources from our mortgage and estate agency divisions to grow your client portfolio.

Join a firm backed by a Learning & Development team, state-of-the-art CRM, bespoke marketing support, and a strong community within The Openwork Partnership.

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

Entrepreneurial drive

Job description

Just Wealth, part of The Openwork Partnership, is recruiting Wealth Advisors to deliver tailored mortgage and protection advice across our nationwide network. You’ll leverage high-commission opportunities (up to 85% on advice fees) and multiple lead sources from our mortgage and estate agency divisions to grow your client portfolio.

Join a firm backed by a Learning & Development team, state-of-the-art CRM, bespoke marketing support, and a strong community within The Openwork Partnership.