Remote Financial Adviser - Self-Employed, 80% Commission

Remote Financial Adviser - Self-Employed, 80% Commission

Freelance 40500 - 49500 £ / year (est.) Remote
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At a Glance

  • Tasks: Provide financial advice and support clients remotely, building your own business.
  • Company: Join Openwork Limited, a supportive and innovative financial services company.
  • Benefits: Earn 80% commission, receive in-house training, and enjoy flexible working hours.
  • Other info: Enjoy quarterly team events and opportunities to grow your practice.
  • Why this job: Shape your career while helping others achieve their financial goals.
  • Qualifications: No prior experience needed; just a passion for finance and helping people.

The predicted salary is between 40500 - 49500 £ per year.

Openwork Limited offers a self-employed adviser role based remotely in the UK.

You’ll earn via an 80% commission split, with in-house training and compliance support to help you build your business.

You can meet clients virtually, by phone, or in person, and you’ll have a defined competency pathway with quarterly team events and referral opportunities to grow your practice while staying compliant.

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Remote Financial Adviser - Self-Employed, 80% Commission 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.

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Contact Details:

Openwork Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Remote Financial Adviser - Self-Employed, 80% Commission

✨Show Off Your Expertise Online

In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.

✨Join Freelance Platforms and Networking Events

Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.

✨Build a Stunning Portfolio

Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.

✨Direct Outreach is Key

For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Openwork Limited for freelance opportunities—they might have just what you’re looking for!

We think you need these skills to ace Remote Financial Adviser - Self-Employed, 80% Commission

Communication Skills
Time Management
Attention to Detail
Problem-Solving Skills
Adaptability
Sales Skills
Flexibility

Some tips for your application 🫡

Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.

Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Openwork Limited. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!

Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!

Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Openwork Limited. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!

How to prepare for a job interview at Openwork Limited

✨Show Off Your Financial Savvy

When you're talking with Openwork Limited, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.

✨Bring Your Portfolio to Life

A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.

✨Know Your Regulations and Compliance

In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.

✨Be Ready to Discuss Your Rates and Availability

As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Openwork Limited.