At a Glance
- Tasks: Manage and grow a client portfolio while delivering personalised financial advice.
- Company: Serenity Financial Advice combines family values with modern financial planning in a collaborative environment.
- Benefits: Enjoy flexible working, dedicated support, and a 50% commission split with full transparency.
- Other info: Be part of The Openwork Partnership, contributing to community initiatives and professional development.
- Why this job: Join a dynamic team where your ideas matter and you can make a real impact.
- Qualifications: Must be Level 4 DipFA qualified with at least 1 year of advising experience.
The predicted salary is between 28800 - 48000 £ per year.
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Attracting the next generation of aspiring Mortgage and Protection Advisers to the Openwork Partnership. To discuss our current opportunities call me…
About the Firm
At Serenity Financial Advice, we’re building something different. Founded with family values but driven by fresh thinking, we combine expert financial planning with a modern, people first approach. We’re a growing team with big ambitions- collaborative, curious and passionate about helping client take control of their future. If you’re looking for a role where your ideas count and your growth matters, you could be the perfect fit.
About the Role
This is an existing opportunity for a Financial Advisor who wants to hit the ground running. You’ll be handed a warm, well-looked after client bank- around £5m in assets across 50 households, giving you a solid foundation of ongoing income and genuine client relationships to step into from day one.
From there, it’s yours to grow. We’ll back you with the tools, support and freedom to build your client base in a way that fits your strengths- whether that’s through referrals, networking or strategic partnerships. You’ll have the autonomy to do your best work, while being part of a lively, ambitious team that believes financial planning should be as engaging as it is empowering.
We’re growing, evolving and always looking to raise the bar – so if you’ve got drive, ideas and a passion for doing what’s right for clients, you’ll feel right at home.
The benefits of being a Financial Advisor
- Warm client bank to get you started, with a readymade portfolio of £5mil aum, providing immediate income.
- All the tech you need, from laptop, phone and full access to software and tools.
- Dedicated paraplanner support.
- Enjoy the freedom and flexibility of self-employment with the backing of a supportive and collaborative team.
- 50% commission split on all revenue with full transparency from day one.
- Flexible working to fit around you.
- Access to offices with meeting rooms and host desks.
- Modern, dynamic culture as part of a young, energetic team.
- Collaborative team environment who supports each other.
- Training and development to keep you sharp and hone your skills.
Your responsibilities as a Financial Advisor will include:
- Manage and grow your client portfolio. Take ownership of an initial bank of circa 50 clients nurturing long term relationships while developing new ones in a way that suits your strengths.
- Deliver high quality, personalised financial advice.
- Stay ahead of the curve and keep your knowledge sharp and your advice relevant through ongoing learning, training and awareness of market development.
What will you need to succeed as a Financial Advisor:
- Must be Level 4 DipFA, CII Diploma qualified or equivalent.
- Preferable to have a minimum of 1 years advising experience.
- Located around the Worcester/Birmingham area.
- Proactive, personable and genuinely care about doing what’s right for the clients.
- Enjoy working independently but thrive as part of a team.
Serenity Financial Advice are 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 so is somewhat of a democracy. 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, who have 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.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business Development
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#J-18808-LjbffrFinancial Advisor in Stourport-on-Severn employer: Serenity Financial Advice
At Serenity Financial Advice, we pride ourselves on fostering a modern, people-first work culture that values collaboration and innovation. As a Financial Advisor, you'll benefit from a warm client bank, dedicated support, and the freedom to grow your portfolio in a dynamic team environment. With a strong emphasis on training and development, along with the backing of The Openwork Partnership, we offer a unique opportunity for meaningful career growth in the vibrant Worcester/Birmingham area.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Stourport-on-Severn
✨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 Serenity Financial Advice. 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 Financial Advisor in Stourport-on-Severn
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 Serenity Financial Advice.
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 Serenity Financial Advice'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 Serenity Financial Advice
✨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 Serenity Financial Advice.
✨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 Serenity Financial Advice 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 Serenity Financial Advice 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.
