Financial Services Professional

4 days ago

Chester, Cheshire, United Kingdom THE OPENWORK PARTNERSHIP Full time

We are seeking a highly skilled and ambitious Financial Advisor to join our team at The Openwork Partnership. As a Financial Advisor, you will be responsible for providing expert financial advice to our clients, building and maintaining strong relationships with a network of mortgage advisers and managers, and leveraging these introducer connections to generate new wealth opportunities and build your own client bank.

Key Responsibilities:

  • Provide expert financial advice to clients.
  • Build and maintain strong relationships with a network of mortgage advisers and managers.
  • Utilize the experienced Branding and Advertising team to enhance your professional presence and client reach.
  • Design and develop your own bespoke business plan with guidance from our on-hand Business Development manager.

Requirements:

  • Must hold a DipFA or equivalent Level 4 qualification.
  • Strong interpersonal and communication skills.
  • Wealth advisory experience of at least 2 years.
  • Track record of success.

Benefits:

  • Customised commission structures based on business performance.
  • No monthly fees as standard.
  • Flexible working - allowing you to work from home.
  • Weekly payment runs to ensure timely compensation.
  • Access to a large network of existing and established mortgage advisers to build rapport and generate enquiries.
  • One to one support to help you realise your ambitions.
  • Peer support and mentorship from seasoned professionals.
  • Continuous professional development through regular workshops and training.
  • Ongoing and training and development sessions, including modules on influencing and soft skills.
  • Compliance support to keep you safe and up to date.
  • Access to an experienced marketing team and suite of pre-approved marketing material.
  • A supportive environment with access to a wealth of resources and industry expertise.
  • Additional training resources to assist you on your journey to become chartered.

This is an exceptional opportunity for an ambitious professional looking to elevate their career with comprehensive support and development resources. If you are passionate about giving great advice and want to take your career as a Financial Advisor or Wealth Advisor to the next level, we would love to hear from you.

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