Openwork Limited in the Yorkshire region is seeking a proactive Financial Planner to provide high-quality pension, investment and protection advice to an active client base across Leeds and surrounding areas. You will manage client enquiries end-to-end, book appointments, perform fact-finding and research, and make product recommendations.
The role supports hybrid or remote working with options for guaranteed income for the first six months or an employed salary if preferred, plus a strong
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Hybrid Financial Planner with Leads & Mentorship in Leeds employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
