At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships in a dynamic environment.
- Company: Join The Openwork Partnership, a fast-growing and inclusive financial planning business.
- Benefits: Enjoy a competitive salary, bonus scheme, generous holiday, and flexible benefits.
- Other info: Be part of a supportive culture that values individuality and work-life balance.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your career.
- Qualifications: Level 4 Diploma in Financial Services and proven experience in wealth advising.
The predicted salary is between 53000 - 64000 £ per year.
We’re on a mission to make high‑quality financial advice accessible to everyone, and we’re looking for experienced Wealth Advisers to help drive our next phase of growth. This is a permanent, hybrid role within our employed advice team, offering the chance to build strong client relationships while contributing to a modern, ambitious financial planning business.
The Benefits
- Salary - £53,000 - £64,000
- Bonus scheme - on target bonus – 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection – 1 x salary
- Death in service – 4 x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
What You’ll Do
- Deliver professional, FCA‑regulated financial planning advice to new and existing clients.
- Conduct regular reviews and provide ongoing service to maintain long‑term relationships.
- Inbound leads provided for you, whilst the opportunity to generate new business through referrals and networking.
- Build strong relationships with partner firms and referral sources.
- Complete thorough fact‑finding in line with the Openwork Suitable Advice Framework.
- Prepare suitability reports and manage applications efficiently and compliantly.
- Clearly explain our proposition and fee structure.
- Match client needs with the right solutions and ensure a seamless experience.
What will you need to succeed?
- Level 4 Diploma in Financial Services (essential)
- Proven experience advising on wealth products
- Strong communication skills and the ability to build trust quickly
- Highly organised, proactive, and comfortable working to targets
- A collaborative mindset with genuine enthusiasm for helping clients
Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
Wealth Adviser in Swindon employer: Openwork
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that values individuality and fosters personal and professional growth. As a Wealth Adviser, you'll enjoy a competitive salary, generous benefits including a robust pension scheme and flexible working arrangements, all while contributing to a mission-driven team dedicated to making high-quality financial advice accessible to everyone. Our commitment to a supportive work culture and recognition as one of the Best 100 Large Companies to work for in 2022 makes us an exceptional place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser in Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Openwork. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Adviser in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Openwork.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Openwork's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Openwork
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Openwork.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Openwork will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Openwork employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
