Financial Advisor

3 weeks ago


Hornchurch, Greater London, United Kingdom THE OPENWORK PARTNERSHIP Full time
Unlock Your Potential as a Wealth Advisor

We are seeking a highly motivated and experienced Wealth Advisor to join our dynamic team at The Openwork Partnership. As a self-employed role, you will have the opportunity to build and maintain relationships with clients, seek out business opportunities, and establish a wealth advice arm for our existing mortgage and protection business.

Key Responsibilities:
  • Establish and maintain relationships with clients to provide tailored wealth advice
  • Identify and pursue business opportunities to grow the wealth advice arm
  • Develop and implement strategies to increase client engagement and retention
  • Collaborate with the mortgage and protection team to provide comprehensive financial solutions
Requirements:
  • 2+ years of experience in wealth advice
  • Mortgage marketing skills and knowledge
  • Level 4 diploma in financial advice (CII, LIBF, or CISI)
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Attention to detail and accuracy
  • Ability to work independently and remotely
What We Offer:
  • Competitive fee and commission split structure
  • Ongoing business development and training
  • Marketing support, including social media
  • Support to help you build your client base

If you are a motivated and experienced Wealth Advisor looking for a new challenge, we would love to hear from you. Please submit your application, and we will be in touch to discuss further.


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