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Financial Planning Specialist

2 months ago

Dungannon, United Kingdom THE OPENWORK PARTNERSHIP Full time
Unlock Your Potential as a Financial Adviser

Are you a seasoned Financial Adviser looking to take your career to the next level? We're seeking a talented and passionate professional to join our team as a Financial Planning Specialist.

Key Responsibilities:
  • Manage client enquiries and the advice process end-to-end, with the support of our wider team.
  • Benefit from flexible working options and ongoing training and development.
  • Build and nourish relationships with clients who value quality service.
  • Work with a steady flow of leads from existing business streams, organic referrals, and pro-active business development.
  • Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices, and financial products.
  • Prepare sound financial plans to ensure clients meet their financial goals and conduct ongoing reviews.
  • Generate new business by developing introducer relationships.
About the Role:

This is a rare and exceptional opportunity to join a thriving business, with a market-leading proposition and generous fee splits. As a Financial Planning Specialist, you'll work on a self-employed basis, with dedicated support provided by an award-winning network.

We're open to considering both experienced Holistic Financial Advisers and Wealth Advisers. If you're a qualified Financial Adviser with a minimum of Diploma Level 4, we'd love to hear from you.

Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning