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- Tasks: Deliver client-focused financial advice on pensions, investments, and protection.
- Company: Join a leading financial services firm with a commitment to client satisfaction.
- Benefits: Competitive salary, bonus opportunities, private medical cover, and death in service benefits.
- Other info: Dynamic team environment with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 12 months of advisory experience required.
The predicted salary is between 35000 - 35000 £ per year.
You will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection. You’ll work closely with our central administration teams to provide an exceptional client experience and ensure ongoing servicing standards are met.
Key Responsibilities
- Provide regulated financial advice.
- Adhere to Openwork's advice standards.
- 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.
- Collaborate with the administration teams to ensure smooth case progression.
- Maintain accurate and up‑to‑date client records within our CRM and back‑office systems.
- Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.
What do you need?
- Level 4 Diploma in Regulated Financial Planning (or equivalent) – essential.
- Minimum 12 months experience providing regulated financial advice.
- Strong technical understanding of pensions, investments, taxation and protection.
- Excellent communication, presentation, and relationship management skills.
- Highly organised with a client‑centric approach and attention to detail.
- Experience within The Openwork Partnership network – desirable but not essential.
Locations
Financial Advisor in Newport, Wales employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Newport, Wales
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about your experience, make sure you can clearly explain how your skills align with the role of a Financial Advisor. Keep it concise and focus on your client-centric approach and technical knowledge.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Mention something specific from your conversation to remind them why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Financial Advisor in Newport, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in providing regulated financial advice and your understanding of pensions, investments, and protection. We want to see how your skills align with what we’re looking for!
Showcase Your Experience: In your application, don’t just list your qualifications; tell us about your experience managing client relationships and conducting annual reviews. We love seeing real examples of how you’ve delivered exceptional client service in the past.
Be Compliant and Detailed: Since compliance is key in this role, make sure your application reflects your attention to detail. Mention any experience you have with documentation and adhering to advice standards. We appreciate candidates who understand the importance of compliance!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss specific scenarios where you've provided financial advice, showcasing your technical understanding and how it aligns with the role.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your relationship management skills. Talk about how you've maintained client relationships and conducted annual reviews, ensuring that you demonstrate your commitment to delivering exceptional client experiences.
✨Be Compliant and Detail-Oriented
Familiarise yourself with compliance standards and Consumer Duty obligations. During the interview, emphasise your attention to detail and how you ensure all advice is well-documented and compliant with regulations.
✨Collaborate and Communicate
Since you'll be working closely with administration teams, think of examples that showcase your teamwork and communication skills. Discuss how you've collaborated in the past to ensure smooth case progression and how you maintain accurate client records.