Financial Solutions Expert

2 weeks ago


Cheshunt, Hertfordshire, United Kingdom Openwork Services Limited Full time
Job Title: Financial Solutions Expert

Estimated Salary: £45,000 - £65,000 per annum.

About the Company:

Founded in 2009, our client is a respected firm of experienced Mortgage and Financial Advisors with a strong presence across the UK. Our ethos has always been to guide clients through every stage of their financial journey, from securing a first mortgage and arranging relevant protection to planning for retirement and beyond.

Job Description:

We are seeking an experienced Financial Solutions Expert to join our team of mortgage and financial advisors. As a Financial Solutions Expert, you will be responsible for meeting clients through various channels to discuss their financial goals and providing expert advice on a wide range of financial investments, products, and services.

Key Responsibilities:

  • Meeting clients to understand their financial needs and goals.
  • Providing expert advice on financial investments, products, and services.
  • Delivering ongoing advice to monitor goals and performance.
  • Building and growing your business to achieve personal and professional success.
  • Leveraging our existing client database of over 8,000 individuals to identify intergenerational wealth opportunities.
  • Benefiting from dedicated training and competency supervision, as well as access to unrivalled ongoing training and development.
  • Participating in The Openwork Partnership, one of the UK's largest and most established networks, giving you access to a trusted network with comprehensive support, including compliance, training, and marketing resources.

Requirements:

  • Prior experience in financial services is preferred but not essential.
  • Ability to create your own brand and manage your own marketing with a trading style.
  • Dedicated and results-driven individual with excellent communication skills.

Benefits:

  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • The opportunity to work with a reputable and established company.

What We Offer:

At Openwork Services Limited, we offer a supportive and thriving environment that allows you to grow and develop your career. We are committed to helping you succeed and providing you with the tools and resources you need to excel in your role.



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