At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Expanding Aberdeen-based firm with a people-first culture.
- Benefits: Flexible part-time hours, competitive salary, and professional development opportunities.
- Other info: Supportive environment ideal for returners and those seeking flexible work.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in regulated financial advice and strong rapport-building skills.
The predicted salary is between 36000 - 54000 £ per year.
Salary up to £45,000 + Commission and Benefits
The opportunity
We are looking for a financial adviser to join one of our Aberdeen based businesses who are expanding and looking for a part-time Wealth Adviser, someone who shares values of integrity, care, professionalism, and a genuine desire to help clients make confident financial decisions. The firm provides high-quality, client-centred financial planning across wealth, retirement, investments, and protection.
What’s on Offer
- Flexible part-time hours (2–4 days per week or school-hours patterns considered)
- Supportive environment ideal for advisers returning to work
- Access to The Openwork Partnership training, systems, and compliance support
- Small existing client base + leads
- Admin and paraplanning support
- Competitive salary, pro-rata bonus structure, and development opportunities
- A collaborative, respectful, and people-first culture
This role is perfect for:
- A qualified Financial Adviser seeking reduced or flexible hours
- A returner to the profession looking to rebuild or rebalance their career
- Someone who values client relationships over high-volume sales
- An adviser who wants the support of a trusted national network with the feel of a close-knit firm
You will work with an established and growing client bank, providing holistic financial planning tailored to client needs. The role includes a blend of remote and face-to-face advice, depending on the clients’ requirements. You will be required to grow the client bank based on referrals and networking.
What You’ll Do
- Provide regulated financial advice across investments, pensions, protection, IHT & Estate planning.
- Manage and grow a portfolio of clients with integrity and professionalism
- Conduct client reviews, fact-finds, suitability assessments, and produce compliant recommendations
- Maintain high standards of FCA and Consumer Duty compliance
- Build long-term relationships founded on trust, transparency, and service
What will you need to succeed?
You will be a great fit if you are:
- Chartered or working towards - Desirable
- Experienced in regulated financial advice (even if you’ve taken a career break)
- Strong at building rapport and understanding client needs
- Ethical, client-focused, and aligned to positive consumer outcomes
- Comfortable working part-time and managing your workflow independently
- Tech-savvy enough to use modern CRM and planning tools
Why us?
Our mission, in a nutshell – to help clients live the life that matters to them, without ever running out of money. We help clients understand how much money is enough for them, and provide REAL wealth management. In a rapidly changing world, we bring a renewed focus to delivering a meaningful & valued service to our clients.
Financial Advisor employer: The Openwork Partnership
Openwork is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Technical Analysts to thrive. With a strong commitment to employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development. Located in Swindon, our hybrid working model allows for flexibility while ensuring you are part of a dynamic team dedicated to delivering high-quality solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people! Attend local events, join financial groups, or even hit up social media platforms like LinkedIn. Building relationships can lead to referrals and new clients, which is key for a Financial Advisor.
✨Show Your Expertise
Don’t be shy about showcasing your knowledge! Host workshops or webinars on financial topics that matter to your target audience. This not only positions you as an expert but also helps potential clients see the value you bring.
✨Follow Up, Follow Up, Follow Up
After meeting someone or having a chat, drop them a quick follow-up message. It shows you care and keeps you top of mind. Plus, it’s a great way to remind them of your services without being pushy.
✨Apply Through Our Website
If you’re keen on joining us, make sure to apply through our website! It’s the best way to get noticed and ensures your application lands in the right hands. We’re excited to see what you can bring to our team!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your client relationship skills and any relevant qualifications, as we want to see how you can contribute to our mission.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping clients and how your values align with ours. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Experience:Don’t just list your previous roles; explain how they’ve prepared you for this position. Whether it’s managing client portfolios or providing tailored financial advice, we want to know how you’ve made an impact in your past roles.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and estate planning. Being able to discuss these topics confidently will show that you're serious about the role and can provide the high-quality advice they’re looking for.
✨Showcase Your Client-Centric Approach
This firm values client relationships over high-volume sales, so be ready to share examples of how you've built trust and rapport with clients in the past. Highlighting your commitment to ethical practices and positive consumer outcomes will resonate well with them.
✨Flexibility is Key
Since this role offers flexible hours, be prepared to discuss how you plan to manage your time effectively. Share any previous experiences where you successfully balanced work and personal commitments, showing that you can thrive in a part-time environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about their approach to client management and the support they offer. This not only shows your interest in the role but also helps you gauge if their values align with yours, especially regarding integrity and professionalism.
