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I am delighted to be supporting one of our successful Mortgage and Protection businesses in hiring an experienced Financial Adviser to set up a wealth arm of the business
This is a self-employed role.
This firm believes in supporting their clients for better outcomes, brighter financial futures and more meaningful moments.
Their approach focuses on making a difference, rather than just being about money.
Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
Role Description
This is a full-time remote role for a self-employed Wealth Advisor. The adviser will be responsible for setting up and running the wealth advice arm of this existing mortgage and protection business. You will maintaining relationships with clients and seek out business opportunities.
Qualifications
- 2 years + wealth advice experience
- Mortgage marketing skills
- Level 4 diploma qualified in financial advice (CII, LIBF or CISI)
- The ability to explain complex information clearly and simply
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to work independently and remotely
What is on offer
- Very competitive fee and commission split structure, which is negotiable on volume
- Ongoing business development & training (where necessary)
- Marketing support including social media
- Support to help you build your client base
Next steps...
If you are a motivated self-employed mortgage advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
