At a Glance
- Tasks: Manage and grow a portfolio of clients while delivering holistic financial advice.
- Company: Join a leading firm with a collaborative culture and strong support.
- Benefits: High earning potential, flexible hybrid work model, and ongoing professional development.
- Other info: Be part of The Openwork Partnership, one of the UK's largest financial advice networks.
- Why this job: Step into an existing client bank for immediate income and growth opportunities.
- Qualifications: Experience as a Financial Adviser or strong transferable skills required.
The predicted salary is between 44775 - 54725 £ per year.
- This is a self-employed role - You must be within a close proximity to St. Helens
- The Opportunit y
This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing Mortgage team.
This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, untouched client bank, and a genuinely collaborative environment.
You'll be stepping into an existing client bank, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further .
- What You'll Receive
- High-Earning Potential
- No reduction on firm-generatedleads
- Referrals from mortgage and protection team
- Strong cross-referral culture across the business
- Modern office environment
- Open-door, supportive leadership style
- Established team of 3 advisers
- Strong emphasis on work-life balance and team integration
- How You'll Work
- Hybrid model with flexibility
- Minimum one day per week in the office to maintain collaboration and team integration
- Manage and grow a portfolio of clients
- Deliver ongoing reviews, holistic advice, and new business development
What will you need to succeed?
What We're Looking for
- Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e. g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
- Comfortable operating in a self-employed model
- Strong interpersonal and client relationship skills
- Professional, ethical and client-first mindset
- Experience within a network model (experience with Openwork Partnership advantageous)
- Ability to generate new business alongside servicing existing clients
- Existing client relationships
Ideal for advisers who want to maximise earnings utilising an untouched client bank.
Why us?
- This is a rare opportunity combining
- Immediate earnings via an existing client bank
- Strong, transparent split
- A genuinely positive and collaborative culture
Part of The Openwork Partnership, who are one of the UKs 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.
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Financial Planner in Haydock employer: Openwork
Openwork is an exceptional employer that prioritises the success and growth of its self-employed Protection Advisers. With a strong emphasis on a supportive culture, comprehensive resources, and opportunities for professional development, you will thrive while working remotely across the UK. Join a dynamic team where building lasting client relationships is at the heart of what we do, and enjoy the flexibility and autonomy that comes with being part of a broad network.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Haydock
✨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 Financial Planner in Haydock
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.
