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Financial Advisor (Self-Employed, Remote)

THE OPENWORK PARTNERSHIP · Reading

Hybrid 🇬🇧 English

Job description

About the role

Join The Openwork Partnership as a self‑employed Financial Advisor and build your own advisory business with full administrative and compliance support. This flexible position offers remote or hybrid working, uncapped earnings and access to a wide range of financial products.

Key responsibilities

  • Provide holistic financial planning advice tailored to each client’s needs.
  • Conduct comprehensive financial reviews and develop suitable recommendations across investments, pensions, protection and retirement.
  • Build and maintain long‑term client relationships while growing your own portfolio.
  • Generate new business through networking, referrals and professional introducer relationships.
  • Ensure all advice complies with FCA regulations and Consumer Duty requirements.

Required profile

  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Proven experience delivering regulated financial advice.
  • Strong relationship‑building and communication skills.
  • Entrepreneurial mindset with ambition to scale an advisory business.
  • Self‑motivated, professional and driven to succeed.

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

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    Published 2 months ago

    23 views · 0 interested

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