At a Glance
- Tasks: Provide financial advice, manage client relationships, and identify new opportunities.
- Company: Join a well-established firm with a supportive and collaborative culture.
- Benefits: Enjoy a competitive fee split, remote work, and ongoing mentorship.
- Other info: Flexible working environment with excellent growth potential.
- Why this job: Gain the freedom to run your own business while receiving essential support.
- Qualifications: Proven experience in financial advising and strong networking skills.
The predicted salary is between 49500 - 60500 £ per year.
This is an self-employed role, based remotely in the Midlands area & surrounding.
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
What's in it for you?
- Self-employed opportunity with attractive earning potential
- Competitive 60/40 fee split
- Fully remote working model
- Occasional leads provided
- No adviser fees
- Administrative and compliance support available
- Ongoing mentorship and guidance to support your development
- Access to a collaborative and experienced team
- Backing of a well-established Openwork Partner firm
Are you an experienced Financial Adviser looking for the freedom to run your own business while benefiting from the support of an established and growing firm?
Concept Financial Services are looking for an experienced, self-motivated Financial Adviser to join our team on a self-employed basis.
This opportunity would suit an adviser with a proven track record of generating their own business, building lasting client relationships, and delivering high-quality financial advice.
Whilst the majority of business generation will come from your own networking, referrals, and professional connections, occasional leads will be provided to support your growth.
You'll have the flexibility to work entirely remotely whilst benefiting from ongoing mentorship, compliance support, administration assistance, and access to a collaborative team who are committed to helping you succeed every step of the way.
If you're passionate about helping people achieve their financial goals and want the support to continue growing your business, we'd love to hear from you.
Responsibilities of the role
- Provide regulated financial advice in line with Concept and The Openwork Partnership
- Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.
- Deliver holistic financial planning advice across pensions, investments, and protection.
- Identify additional advice opportunities within the client base and via referrals.
- Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations. xgikmsk
- Maintain accurate and up-to-date client records within our CRM and back-office systems.
- Contribute to the firm's wider business objectives through cons...
Financial Adviser in Birmingham employer: THE OPENWORK PARTNERSHIP Careers
T Nixon Associates offers an exceptional opportunity for experienced Paraplanners to thrive in a supportive and professional environment. With flexible working arrangements, a consistent flow of paraplanning work, and the chance to be part of a well-respected wealth management practice, employees can expect to grow their careers while making a meaningful impact on client outcomes. The company's affiliation with The Openwork Partnership further enhances its commitment to employee development and community involvement, making it an attractive employer for those seeking a rewarding career in financial services.
Contact Details:
THE OPENWORK PARTNERSHIP Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Birmingham
✨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 THE OPENWORK PARTNERSHIP Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser in Birmingham
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 THE OPENWORK PARTNERSHIP Careers. 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 THE OPENWORK PARTNERSHIP Careers. 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 THE OPENWORK PARTNERSHIP Careers
✨Show Off Your Financial Savvy
When you're talking with THE OPENWORK PARTNERSHIP Careers, 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 THE OPENWORK PARTNERSHIP Careers.
