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Wealth Adviser
2 weeks ago
The Opportunity
We're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced
Wealth Adviser
to join our employed team, supporting our growth ambitions for the future.
You'll take accountability for the continuing production of new business and new clients for our in-house advice offering...
Responsible for:
- Providing professional regulated financial planning advice to both new and existing clients.
- Ongoing service to practice clients by conducting servicing and review events
- Acquiring and advising new clients from your own sources and developing new business by identifying potential clients through referral, networking, and marketing channels.
The Benefits:
- Salary - up to £65,000
- Bonus scheme - on target bonus – 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection – 1 x salary
- Death in service – 4 x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
Acquisition:
Generate new business and new clients in accordance with agreed target markets through various marketing activities including managing relationships between firms, acquired businesses, and referral sources.
Engagement:
Explaining our Business Proposition and Fee Structure to clients and matching our Proposition to their individual needs.
Discovery:
Fact Finding: Gathering all relevant information including soft and hard facts as required to comply with Openwork's compliance process as detailed in their "Suitable Advice Framework" (SAF). Have a complete understanding of clients' needs and to be able to provide a suitable recommendation.
Planning:
Provide High Quality Advice. As regulated by The Financial Conduct Authority the Openwork SAF and processes.
Implementation:
Implementing the advised plans and recommendations by means of preparing and submitting the relevant suitability reports, and applications to product providers and the Openwork Partnership, in a timely and compliant manner.
Review:
Effectively establish and maintain the relationship between the client and Partnership Services. Understand that the client relationship and ownership lie with Partnership Services, and this must always be respected and maintained.
What will you need to succeed?
Qualifications/ Experience:
- Level 4 Diploma in Financial Services is essential.
- Expert knowledge and a clear proven history of advising on wealth products.
Skills and Competencies:
- Well organised and can prioritise work and meet deadlines. Ability to work on own initiative and, as part of a team
- Ability to deal with a wide range of customers both sensitively and in a timely manner
- Excellent verbal and written communication skills
- Self-motivated and can act appropriately as a team player, as well as having the ability to work as an Individual
- Displays a cooperative and supportive approach
- Flexible and enthusiastic and a commitment to self-development
- Ability to work to pre-determined deadlines in a fast paced, target driven environment
- A results orientated Individual with drive, determination and a great deal of Integrity
- Active listening skill and able to build relationships at point of contact
- Demonstrate real enthusiasm and have a persuasive ability
- Genuine passion for speaking to customers, answering queries and a clear communicator
Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We're also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities – just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
