Financial Planner & Growth Partner (Hybrid, Equity) in Winscombe

Financial Planner & Growth Partner (Hybrid, Equity) in Winscombe

Winscombe Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
The Openwork Partnership

At a Glance

  • Tasks: Help clients achieve financial goals while building strong relationships.
  • Company: Join a dynamic hybrid team at The Openwork Partnership.
  • Benefits: Enjoy share options and a stake in the firm's future.
  • Other info: Ideal for self-motivated individuals passionate about client-centred planning.
  • Why this job: Be part of a growth-focused environment with entrepreneurial opportunities.
  • Qualifications: Must have a Level 4 Diploma in Financial Planning.

The predicted salary is between 50000 - 70000 Β£ per year.

The Openwork Partnership is seeking a self-employed financial adviser in the Winscombe area to join their hybrid team. Candidates should possess a genuine belief in client-centred financial planning, with a minimum of a Level 4 Diploma in Financial Planning. The role emphasizes relationship building and an entrepreneurial mindset as the firm aims for growth and success.

Ideal candidates will be able to identify client opportunities, build trust, and maintain high professional standards. Share options are available, providing a significant stake in the firm's future.

Financial Planner & Growth Partner (Hybrid, Equity) in Winscombe employer: The Openwork Partnership

The Openwork Partnership is an exceptional employer that fosters a collaborative and entrepreneurial work culture, ideal for self-motivated financial advisers in the Winscombe area. With a strong emphasis on client-centred financial planning, employees benefit from flexible hybrid working arrangements, share options that offer a stake in the firm's future, and ample opportunities for professional growth and development within a supportive team environment.

The Openwork Partnership

Contact Details:

The Openwork Partnership Recruitment Team

We think you need these skills to ace Financial Planner & Growth Partner (Hybrid, Equity) in Winscombe

Client-Centred Financial Planning
Level 4 Diploma in Financial Planning
Relationship Building
Entrepreneurial Mindset
Identifying Client Opportunities
Trust Building
Professional Standards