At a Glance
- Tasks: Provide regulated financial advice and build strong client relationships.
- Company: The Openwork Partnership, a supportive and client-focused organisation.
- Benefits: Flexible hours, personal development support, and a respectful work culture.
- Why this job: Perfect for qualified advisers seeking flexibility and meaningful client interactions.
- Qualifications: Qualified financial adviser with a focus on compliance and client care.
The predicted salary is between 30000 - 40000 £ per year.
The Openwork Partnership is seeking a part-time Financial Planner in Aberdeen to provide regulated advice across wealth and retirement. This role is ideal for qualified advisers who wish to work flexibly or return to the profession.
You'll manage a portfolio of clients, maintaining compliance with FCA standards while focusing on building client relationships. Benefits include support for personal development and a respectful culture that prioritises client relationships over high-volume sales.
Part-Time Financial Planner | Flexible Hours & Client Focus in Aberdeen employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part-Time Financial Planner | Flexible Hours & Client Focus in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at The Openwork Partnership. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of FCA standards and client relationship management. We want you to shine when discussing how you can maintain compliance while building strong client connections.
✨Tip Number 3
Showcase your flexibility! Highlight your ability to manage a portfolio of clients while working part-time. We know that balancing work and life is key, so let them see how you can do both effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about supporting personal development, so make sure to mention any relevant training or qualifications.
We think you need these skills to ace Part-Time Financial Planner | Flexible Hours & Client Focus in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the role of a Financial Planner. Highlight your qualifications and any relevant experience in wealth and retirement advice to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client relationships and how you can contribute to our respectful culture. Be genuine and let us know why you're excited about this opportunity.
Showcase Your Compliance Knowledge: Since compliance with FCA standards is key, don’t forget to mention your understanding of these regulations. We want to see that you’re not just qualified, but also committed to maintaining high standards in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around wealth and retirement advice. The Openwork Partnership is looking for someone who can provide regulated advice, so be ready to discuss relevant regulations and how you’ve applied them in past roles.
✨Showcase Your Client Relationship Skills
Since this role focuses heavily on building client relationships, think of examples from your previous experience where you successfully managed client portfolios. Be prepared to share how you maintained compliance while ensuring clients felt valued and understood.
✨Flexibility is Key
Highlight your ability to work flexibly and adapt to different client needs. The Openwork Partnership values a respectful culture, so demonstrate how you can balance client demands with your own schedule while still delivering top-notch service.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company’s approach to client relationships and personal development opportunities. This shows that you’re genuinely interested in their culture and how you can contribute to their mission beyond just making sales.