Financial Planning Specialist

5 days ago


Waltham Cross, Hertfordshire, United Kingdom THE OPENWORK PARTNERSHIP Full time
Unlock Your Potential as a Financial Advisor

We are seeking a talented Financial Advisor to join our highly regarded firm, providing all the support you need to succeed in your career.

As a Financial Advisor, you will be responsible for:

  • Meeting with clients to discuss their financial goals and providing advice on various financial investments, products, and services.
  • Conducting regular, ongoing advice to ensure clients' goals and performance are met.
  • Building, developing, and growing your business to achieve your goals.

Required Skills and Qualifications:

  • Level 4 DipFA or CII Diploma qualified or equivalent.
  • Strong communication skills.
  • Some experience advising is preferable.

Benefits:

  • Access to a client database of 8,000, with many intergenerational wealth opportunities.
  • Nationwide opportunities, with offices in Cheshunt but advisers can work anywhere in the UK.
  • Competitive commission split: 80% on self-generated business and 45% on firm-generated business.
  • Set your own hours of work to suit you.
  • No targets.
  • Supportive team with weekly meetings to discuss progress and feedback.

If you are passionate about providing financial advice and ready to take your career to the next level, apply now to become a successful Financial Advisor.



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