At a Glance
- Tasks: Deliver FCA-regulated financial planning advice and build strong client relationships.
- Company: Join Openwork Limited, a modern and ambitious financial planning business.
- Benefits: Enjoy a permanent hybrid role with competitive salary and career growth.
- Other info: Work in a dynamic environment with opportunities for professional development.
- Why this job: Make a real impact in clients' financial lives while developing your skills.
- Qualifications: Experience in wealth advising and strong relationship-building skills.
The predicted salary is between 50000 - 70000 £ per year.
Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients.
This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business.
You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals.
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Hybrid Wealth Advisor | Client-Focused Financial Planning in Swindon 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. With a strong focus on work-life balance and a culture that celebrates individuality, we offer competitive benefits including a generous salary, bonus scheme, and flexible working arrangements from our Swindon office. Join us to make a meaningful impact in the financial services sector while enjoying a supportive environment that values your contributions.
