Financial Advisor
3 weeks ago
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
- 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
- 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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Financial Advisor
3 weeks ago
Hornchurch, Greater London, United Kingdom THE OPENWORK PARTNERSHIP Full time### Opportunity Overview We are seeking an experienced Financial Advisor to join our team at The Openwork Partnership. As a self-employed Wealth Advisor, you will be responsible for setting up and running the wealth advice arm of our existing mortgage and protection business. ### Key Responsibilities * Maintain relationships with clients and seek out...
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Financial Advisor
3 weeks ago
Hornchurch, Greater London, United Kingdom THE OPENWORK PARTNERSHIP Full time### Opportunity Overview We are seeking an experienced Financial Advisor to join our team at The Openwork Partnership. As a self-employed Wealth Advisor, you will be responsible for setting up and running the wealth advice arm of our existing mortgage and protection business. ### Key Responsibilities * Maintain relationships with clients and seek out...
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Senior Mortgage Advisor
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Mortgage Advisor Trainee
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