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- 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend local events, and join relevant online groups. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your past successes and client relationships. When you get the chance to chat with potential employers, share specific examples of how you've helped clients achieve their financial goals.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to companies you admire, like The Openwork Partnership, and express your interest in working with them. A personal touch can make all the difference.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Part-Time Financial Planner | Flexible Hours & Client Focus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with 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! Use it to explain why you're passionate about financial planning and how you can build strong client relationships. Keep it personal and engaging, so we get a sense of who you are.
Showcase Your Compliance Knowledge: Since compliance with FCA standards is key, make sure to mention any relevant training or experience you have in this area. We want to see that you understand the importance of regulations in financial planning.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 prepared to discuss relevant regulations and how you ensure compliance with FCA standards.
✨Showcase Your Client Relationship Skills
Since this role focuses heavily on building client relationships, think of examples from your past experiences where you've successfully managed client portfolios. Be ready to explain how you prioritise client needs over sales targets, as this aligns with the company's culture.
✨Flexibility is Key
Highlight your ability to work flexibly and adapt to different client needs. Discuss any previous experiences where you’ve successfully balanced multiple clients or projects, showcasing your time management skills and commitment to providing tailored advice.
✨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 values, and it gives you a chance to assess if it’s the right fit for you.