At a Glance
- Tasks: Manage and grow a portfolio of clients while delivering holistic financial advice.
- Company: Join a supportive and collaborative wealth team with a strong infrastructure.
- Benefits: High earning potential, flexible hybrid model, and ongoing administrative support.
- Other info: Enjoy a positive culture focused on work-life balance and team integration.
- Why this job: Step into an existing client bank for immediate income and growth opportunities.
- Qualifications: Level 4 Diploma qualified with experience in financial advising or related fields.
The predicted salary is between 60000 - 80000 £ per year.
This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment.
You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.
What You'll Receive
- High-Earning Potential
- 60% adviser / 40% firm split
- No reduction on firm-generated leads
- Immediate Client Access
- Inherit a portion of an established client bank (c.60 clients)
- Ongoing servicing income from day one
- Additional client opportunities from internal succession planning
- Consistent Lead Flow
- Referrals from mortgage and wealth teams
- Strong cross-referral culture across the business
- Full Administrative & Paraplanning Support
- Dedicated support team (3 full-time + 1 part-time administrators)
- On-site paraplanning
- Compliance & Supervision
- Experienced internal supervisor support
- Collaborative Culture
- Modern, purpose-built office environment
- Open-door, supportive leadership style
- Established team of 7 advisers
- Strong emphasis on work-life balance and team integration
What We're Looking For
- Essential Level 4 Diploma qualified (or equivalent) is essential
- Current or recent experience as a Financial Adviser or newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
- Comfortable operating in a self-employed model
- Strong interpersonal and client relationship skills
- Professional, ethical and client-first mindset
Desirable
- Experience within a network model (experience with Openwork Partnership advantageous)
- Ability to generate new business alongside servicing existing clients
- Existing client relationships
How You'll Work
- Hybrid model with flexibility
- Minimum one day per week in the office to maintain collaboration and team integration
- Manage and grow a portfolio of clients
- Deliver ongoing reviews, holistic advice, and new business development
Why Join?
- Immediate earnings via an existing client bank
- Strong, transparent split
- Robust support infrastructure
- A genuinely positive and collaborative culture
- Ideal for advisers who want to maximise earnings without sacrificing support or environment.
Financial Adviser in Newton Abbot employer: The Openwork Partnership
Join a dynamic and supportive wealth team as a Self-Employed Financial Adviser, where you will benefit from immediate access to an established client bank and a strong lead flow. Our modern office environment fosters collaboration and work-life balance, while our dedicated support team ensures you can focus on building client relationships and maximising your earnings. With a transparent commission structure and opportunities for professional growth, this is an excellent place for driven advisers looking to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Newton Abbot
✨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 for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser in Newton Abbot
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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with The Openwork Partnership, 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.
