At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join Savant, part of The Openwork Partnership, a leading financial advice network.
- Benefits: Earn £45,000 - £55,000, enjoy 33 days leave, and receive a pension contribution.
- Other info: Access to training, admin support, and opportunities to transition into Wealth Advice.
- Why this job: Gain autonomy in a rural setting while making a real impact on clients' financial futures.
- Qualifications: DipFA Level 4 Diploma and a passion for sales and client relationships.
The predicted salary is between 45000 - 55000 £ per year.
This is a self-generating opportunity for either an Employed or Self Employed adviser. Based in Aberdeenshire, Scotland, the successful candidate will need to be within commutable distance to the office and be comfortable travelling to meet clients, holding a full driving licence.
What's in it for you?
- Self-Employed and Employed Adviser positions available, generating own business
- £45,000 - £55,000 basic salary for employed candidates with the potential to progress into Wealth Advice and become a long-term addition to the business
- 33 days annual leave (including public holidays)
- 5% employer pension contribution
- Life insurance
- Bonus and commission structure to be discussed alongside employed options
- Admin support offered
- Access to learning and development opportunities
- Opportunity to transition from Mortgage Advice into Wealth Advice
- Rural client-facing role offering significant autonomy and relationship-building opportunities
Your responsibilities will include:
- Provide high-quality, client-focused advice aligned with individual needs and objectives
- Analyse clients’ financial situations to determine appropriate mortgage options
- Utilise the training and support provided by the firm and chartered mentorship
- Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements
- Promote your services through networking and marketing, to grow your client base
What will you need to succeed?
- DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification
- Strong track record of sales and building strong client relationships
- Self-motivated with excellent communication skills
- Ambitious with entrepreneurial drive to develop your business network and client portfolio
- Good knowledge of industry regulations and compliance standards
Why us?
Savant are part of The Openwork Partnership, one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, which has donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
COB Adviser employer: Openwork
The Openwork Partnership is an exceptional employer, offering a supportive and inclusive work culture that prioritises personal and professional growth. With a competitive benefits package, including a generous pension scheme and flexible working options, employees are empowered to balance their careers with personal commitments. Located in Swindon, this part-time Board and Governance PA role provides a unique opportunity to contribute to a dynamic team while enjoying the advantages of a company recognised as one of the Best 100 Large Companies to work for in 2022.
StudySmarter Expert Advice🤫
We think this is how you could land COB Adviser
✨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 for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace COB Adviser
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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with Openwork, 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.
