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 · Chelmsford
Job description
About the role
We are seeking an ambitious Financial Advisor to join The Openwork Partnership on a self‑employed basis. The role offers flexible remote or hybrid working, full administrative and compliance support, and the opportunity to build and scale your own advisory business.
Key responsibilities
- Provide holistic, regulated financial planning advice across investments, pensions, protection and retirement.
- Conduct comprehensive client reviews and develop tailored recommendations.
- Grow and manage a personal client portfolio, generating new business through networking and referrals.
- Maintain accurate client records and ensure advice complies with FCA regulations and Consumer Duty.
- Develop referral partnerships and professional introducer relationships.
Required profile
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Proven experience delivering regulated financial advice.
- Strong relationship‑building and communication abilities.
- Entrepreneurial mindset with a drive to grow an advisory practice.
- Good understanding of FCA regulations, Consumer Duty and compliance requirements.
Required skills
What we offer
- Uncapped earning 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.
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THE OPENWORK PARTNERSHIP
Chelmsford
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