Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with personalised strategies and ongoing advice.
- Company: Join a supportive firm that values collaboration and ethical practices in financial advising.
- Benefits: Enjoy hybrid working, a starter client bank, and access to a knowledgeable admin team.
- Why this job: Be part of a friendly team that prioritises client care and offers growth opportunities.
- Qualifications: Level 4 DipFA or equivalent required; all experience levels welcome.
- Other info: Regular training, social events, and a family feel make this role unique.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a firm that truly supports their advisors to succeed. If you aspire to be a highly successful financial advisor looking to work within a loyal, friendly and passionate team in a fun and flexible working environment, where advisers take pride in their work and ensure clients are at the forefront of everything they do, we have the role for you!
We are recruiting a Financial Advisor for a highly successful practice in Corsham. With a supportive management team, enthusiastic colleague collaboration, flexible working, client starter bank and a very knowledgeable administrative team, they will support you to achieve success.
Benefits:- Hybrid working, with an all-team day on Tuesdays to encourage collaboration and provide support.
- Starter client bank with existing funds under management provided.
- Marketing mentoring from the directors to help you start, grow and reach out to your client base.
- In-house peer support with a close-knit team of advisers and accessible directors to fuel your growth with support and challenges.
- Access to a highly knowledgeable admin team to help with any processing queries and the potential for ongoing admin support.
- Flexibility of a self-employed role offering a generous commission-only split, allowing you greater earning potential.
- Access to scenic and peaceful offices with client meeting rooms, free parking and onsite café/bar.
- Autonomy over your own diary and the ability to conduct client meetings in person or remotely as your clients require.
- Regular training sessions, including quarterly one-to-ones, twice-yearly whole firm meetings and regular external speakers.
- Regular social events.
- Strong ethical values with a family feel that always ensures the right advice for clients and values their advisers.
- Recognise success and facilitate progression, with the potential to achieve further qualifications.
- Being a part of The Openwork Partnership gives you access to an award-winning network, including our proposition, compliance support and training, giving you peace of mind to focus on giving great advice.
- Understand clients’ financial goals, assess their current financial situation, and advise on personalised strategies to meet these needs.
- Provide ongoing advice and regular reports in line with ongoing servicing agreements.
- Actively source new business enquiries and grow continued referrals through great advice and service.
- Stay updated with financial regulations through regular CPD.
- Level 4 DipFA or CII Diploma or equivalent qualification required.
- All levels of experience considered.
- Excellent communication skills and customer service standards.
- Commutable weekly to Corsham.
If you are looking to take your advising career to the next level, and are a Financial Adviser who enjoys the spirit of collaboration and camaraderie, apply today by submitting your CV.
Financial Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with current financial advisors in the Corsham area. Attend local finance-related events or join online forums to connect with professionals who can provide insights about the firm and its culture.
✨Tip Number 2
Research the Openwork Partnership and understand their values and support systems. This knowledge will help you demonstrate your alignment with their ethical standards during any discussions.
✨Tip Number 3
Prepare to discuss your approach to client relationships and how you would source new business. Highlight any previous successes in building a client base or providing exceptional service.
✨Tip Number 4
Familiarise yourself with the latest financial regulations and trends. Being well-informed will not only boost your confidence but also show your commitment to ongoing professional development.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications, particularly your Level 4 DipFA or equivalent. Emphasise any previous roles where you provided financial advice and showcased excellent communication skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your desire to work in a supportive team environment. Mention how your values align with the company's ethical standards and commitment to client service.
Showcase Your Client-Centric Approach: In your application, provide examples of how you've successfully understood clients' financial goals and delivered personalised strategies. This will demonstrate your ability to put clients at the forefront of your work.
Highlight Continuous Learning: Mention any ongoing professional development or training you've undertaken, especially related to financial regulations. This shows your commitment to staying updated and providing the best advice to clients.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Communication Skills
As a Financial Advisor, excellent communication is key. During the interview, demonstrate your ability to explain complex financial concepts in simple terms. Use examples from your past experiences where you successfully communicated with clients or colleagues.
✨Highlight Your Client-Centric Approach
This role emphasises putting clients at the forefront. Be prepared to discuss how you've prioritised client needs in previous roles. Share specific instances where your advice led to positive outcomes for clients, showcasing your commitment to their financial goals.
✨Demonstrate Your Knowledge of Financial Regulations
Stay updated with current financial regulations and be ready to discuss them. This shows that you are proactive about your professional development. Mention any recent training or CPD activities you've undertaken to keep your knowledge fresh.
✨Express Enthusiasm for Team Collaboration
The firm values a collaborative environment, so express your enthusiasm for teamwork. Share examples of how you've worked effectively within a team, highlighting your ability to support and learn from colleagues while contributing to shared goals.
