Full job descriptionWhat will you be doing?
You will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection.
You’ll work closely with our central administration teams to provide an exceptional client experience and ensure ongoing servicing standards are met.
Key Responsibilities
*Provide regulated financial advice.
*Adhere to Openwork’s advice standards.
*Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.
*Deliver holistic financial planning advice across pensions, investments, and protection.
*Identify additional advice opportunities within the client base and via referrals.
*Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.
*Collaborate with the administration teams to ensure smooth case progression.
*Maintain accurate and up-to-date client records within our CRM and back-office systems.
*Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.
Remuneration & Benefits
*Base Salary: £35,000 - £50,000 per annum (depending on experience)
*Bonus: Linked to advice activity and ongoing client servicing and quality metrics
*Private Medical Cover
*Death in Service
*Employer Pension Contribution
What do you need?
*Level 4 Diploma in Regulated Financial Planning (or equivalent) – essential.
*Minimum 12 months experience providing regulated financial advice.
*Strong technical understanding of pensions, investments, taxation and protection.
*Excellent communication, presentation, and relationship management skills.
*Highly organised with a client-centric approach and attention to detail.
*Experience within The Openwork Partnership network – desirable but not essential.
Next steps...
If you are a motivated financial advisor and you are looking for an exciting opportunity to join a successful and dynamic business, I would love to hear from you.