We’re on a mission to make high‑quality financial advice accessible to everyone, and we’re looking for experienced Wealth Advisers to help drive our next phase of growth.
This is a permanent, hybrid role within our employed advice team, offering the chance to build strong client relationships while contributing to a modern, ambitious financial planning business.
The Benefits
- Salary - £53,000 - £64,00
- 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.
What You’ll Do
- Deliver professional, FCA‑regulated financial planning advice to new and existing clients.
- Conduct regular reviews and provide ongoing service to maintain long‑term relationships.
- Inbound leads provided for you, whilst the opportunity to generate new business through referrals and networking.
- Build strong relationships with partner firms and referral sources.
- Complete thorough fact‑finding in line with the Openwork Suitable Advice Framework.
- Prepare suitability reports and manage applications efficiently and compliantly.
- Clearly explain our proposition and fee structure.
- Match client needs with the right solutions and ensure a seamless experience.
