Financial Advisor

2 days ago


Waltham Cross, Hertfordshire, United Kingdom THE OPENWORK PARTNERSHIP Full time

Job Summary:

We are seeking a talented Financial Advisor to join our team at The Openwork Partnership. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:

  • Meet with clients to discuss their financial goals and objectives.
  • Provide advice and make recommendations on a range of financial products and services, including investments, mortgages, and protection.
  • Conduct regular reviews to ensure clients' goals and performance are on track.
  • Build and develop a client base to achieve business growth and revenue targets.

Requirements:

  • Level 4 DipFA or CII Diploma qualified or equivalent.
  • Strong communication and interpersonal skills.
  • Experience in financial services or a related field is desirable.

Benefits:

  • Access to a large client database with opportunities for intergenerational wealth management.
  • Nationwide opportunities for business growth and development.
  • Competitive commission structure with attractive earnings potential.
  • Flexible working arrangements to suit individual needs.
  • Ongoing training and support to ensure professional development and success.

About Us:

The Openwork Partnership is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We offer a supportive and collaborative work environment, with opportunities for career growth and development.



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