At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join The Openwork Partnership, a leading financial advice network.
- Benefits: Uncapped earnings, flexible working, and full admin support.
- Other info: Access to ongoing training and a supportive, collaborative environment.
- Why this job: Take control of your earnings and grow your own advisory business.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
Self-Employed Remote / Hybrid Opportunities
Uncapped Earnings OTE £100,000+
Full Admin & Compliance Support
Flexible Working
Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and client-focused Financial Advisers. Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed.
Why Join?
- Uncapped earning potential with competitive and transparent remuneration structures
- Strong support to help you generate new business and grow your client portfolio
- Full administrative and compliance support
- Flexible remote and hybrid working arrangements
- Ongoing training, mentoring, and professional development
- Access to a broad range of products and providers
- Supportive and collaborative working environment
- Clear opportunities to build and scale your own advisory business
The Role
As a Financial Adviser, you'll provide holistic financial planning advice, helping clients achieve their long-term financial goals while building lasting relationships based on trust and exceptional service.
Key Responsibilities
- Providing tailored financial advice based on clients' individual needs, objectives, and circumstances.
- Conducting comprehensive financial reviews and developing suitable recommendations.
- Advising clients on a range of financial planning areas, including investments, pensions, protection, and retirement planning.
- Building and maintaining long-term client relationships.
- Growing and managing your own client portfolio.
- Developing referral partnerships and professional introducer relationships.
- Ensuring all advice is delivered in line with FCA regulations and compliance requirements.
- Generating new business through networking, referrals, and business development activities.
- Maintaining accurate client records and delivering excellent client outcomes.
What We're Looking For
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Experience providing regulated financial advice.
- Strong relationship-building and communication skills.
- A client-centric approach with a passion for delivering positive outcomes.
- Entrepreneurial mindset with the ambition to grow a successful advisory business.
- Self-motivated, professional, and driven to succeed.
- Good understanding of FCA regulations, Consumer Duty, and compliance requirements.
- Existing client relationships or business development experience would be advantageous.
Why The Openwork Partnership?
As part of The Openwork Partnership, you'll benefit from the backing of one of the UK's largest and longest-established financial advice networks. You'll have access to industry-leading support, training, business development resources, and a broad range of products and providers, enabling you to focus on what you do best-helping clients achieve their financial goals.
Apply Today
Work Location: Remote / Hybrid Available
Job Type: Self-Employed
Earnings: OTE £100,000+ per annum (uncapped)
Financial Advisor in Sheffield 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 in Sheffield
✨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 Advisor in Sheffield
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.
