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Financial Planning Specialist
2 months ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at The Openwork Partnership. As a Financial Advisor, you will play a crucial role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.
Key Responsibilities- Client Enquiries and Advice: Manage client enquiries and provide expert advice on pensions, investments, and protection.
- Lead Generation: Utilize a combination of existing client base, organic referrals, and proactive business development to generate new leads.
- Relationship Building: Build and maintain strong relationships with clients, providing bespoke advice and ensuring their financial goals are achieved.
- Business Development: Identify opportunities to grow the business, including potential partnerships and collaborations.
- Training and Development: Participate in ongoing training and development programs to stay up-to-date with industry developments and best practices.
- Experience: Proven experience as a Financial Advisor, with a strong track record of providing expert financial advice.
- Qualifications: Relevant qualifications, such as a diploma or degree in finance or a related field.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Business Acumen: Strong business acumen, with the ability to identify opportunities and drive business growth.
- Uncapped Earning Potential: A generous share of commission, with uncapped earning potential.
- Flexible Working Options: Flexible working options, including remote work arrangements.
- Ongoing Training and Development: Ongoing training and development programs, to ensure you stay up-to-date with industry developments and best practices.
The Openwork Partnership is a leading provider of financial services, with a strong reputation for delivering high-quality advice and solutions to our clients. We are committed to providing a supportive and collaborative work environment, where our employees can thrive and reach their full potential.
