Trainee Financial Advisor - THE OPENWORK PARTNERSHIP : Job Details

If you are an experienced Mortgage Adviser wanting to take your first step into financial or holistic advice and have already obtained the relevant qualifications, we have a fantastic firm in the heart of Cheshire that will support you through the transition, can provide pre-qualified leads and will help ensure your every success.

We are looking for advisors with a passion for providing outstanding advice and value exceptional customer service to join a well-established holistic advice firm. Proudly serving clients for over 20 years they are based in the heart of Cheshire, with high street offices.

With a flow of pre-qualified leads provided, training, support and the ability to work flexibly, they can help you take your career to the next level.

Role and Responsibilities of the Trainee Financial Advisor:

• Engage with clients to understand their circumstances and requirements.

• Provide expert advice on financial planning, Mortgages and Protection.

• Build and maintain strong relationships with clients to continue to grow referrals and increase business.

Required Skills for the Trainee Financial Advisor:

• CeMAP or equivalent qualification for Mortgage Advice.

• Must have experience giving Mortgage Advice.

• DipFA Level 4 or equivalent qualification or enroute to obtaining.

• Based in or around Chester or the North West.

Benefits for the Trainee Financial Advisor:

• Training & Development: with the support of the The Openwork Partnership full training will be provided to help you become a successful Financial Advisor.

• Pre-Qualified Leads: Access to pre-qualified leads, combining both existing and new business opportunities for Mortgages, Protection, Pensions and Investments.

• Competitive Commission: Earn a generous 70% commission split on self-generated business. Alternatively, enjoy a 50% split on leads provided.

• Self-Employed Opportunity: Benefit from the freedom and flexibility of a self-employed role.

• Part of a Well-Respected firm: With a longstanding reputation in the industry.

• High Steet Offices: with the autonomy to work from the office or remotely.

• No Monthly Costs: Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.

• Administrative Support: Once you achieve good business levels, administrative support is readily available to assist you.

Apply Now: If you are ready to leverage your qualifications and skills and embark on a rewarding career journey, we want to hear from you.