This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Financial Advisor – Remote/Hybrid
THE OPENWORK PARTNERSHIP · Birmingham
Job description
About the role
We are seeking a client‑focused Financial Advisor to join The Openwork Partnership on a self‑employed basis. You will deliver holistic financial planning advice, helping clients achieve long‑term goals while building trusted relationships.
Key responsibilities
- Provide tailored financial advice based on each client’s needs, objectives and circumstances.
- Conduct comprehensive financial reviews and develop suitable recommendations.
- Advise on investments, pensions, protection, retirement planning and related areas.
- Build and maintain long‑term client relationships and grow your own portfolio.
- Develop referral partnerships and professional introducer relationships.
- Ensure all advice complies with FCA regulations and Consumer Duty requirements.
- Generate new business through networking, referrals and business‑development activities.
- Maintain accurate client records and deliver excellent outcomes.
Required profile
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Proven experience providing regulated financial advice.
- Strong relationship‑building and communication abilities.
- Client‑centric approach with a passion for positive outcomes.
- Entrepreneurial mindset and ambition to grow an advisory business.
- Self‑motivated, professional and driven to succeed.
- Good understanding of FCA regulations, Consumer Duty and compliance requirements.
Required skills
What we offer
- Uncapped earnings potential with transparent remuneration.
- Full administrative and compliance support.
- Flexible remote and hybrid working arrangements.
- Ongoing training, mentoring and professional development.
- Access to a broad range of products and providers.
- Supportive, collaborative environment and clear growth opportunities.
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THE OPENWORK PARTNERSHIP
Birmingham
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