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Financial Advisor (Remote/Hybrid)

THE OPENWORK PARTNERSHIP · Chelmsford

Hybrid 70,000 - 120,000 GBP/year 🇬🇧 English

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.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 70-120k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    23 views · 0 interested

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    THE OPENWORK PARTNERSHIP

    Chelmsford