Job Description

Accelerate Into Wealth Advice with The Openwork Partnership

We'd love to hear from experienced Mortgage and Protection Advisers, actively looking to progress into Wealth Advice, to join us here at The Openwork Partnership.

Through expert-led training, structured learning pathways, and tailored support, you'll gain the technical knowledge, confidence, and regulatory qualifications needed to broaden your advice offering. More importantly, you'll learn how to deliver holistic financial planning that deepens client relationships and grows long term value for your career.

By completing our Business School programme and achieving the prestigious Level 4 Diploma in Financial Planning, you'll unlock a clear and rewarding career path with us. This milestone doesn't just mark your success in becoming qualified, it guarantees you a secure, employed position as a fully qualified Wealth Adviser within our team. From day one, you'll step into a role where your expertise, ambition, and drive are recognised and rewarded, with the opportunity to make a real impact on clients' financial futures while building a long-term career in wealth management.

What's in it for you?

Best in Market Training and Development through our Inhouse Business School Opportunity to earn your full Level 4 Diploma in Regulated Financial Planning. Salary - 45,000 Bonus Scheme - on target bonus - 7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1x salary Death in service - 4x salary 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. A range of other flexible benefits to include private medical insurance, dental insurance and much more.

What you'll need to succeed?

CEMAP or equivalent Established experience in both Mortgage and Protection Advice Outstanding communication capability, able to engage and inspire clients. Proven track record of exceeding quality and commercial targets. Adaptability, resilience and a continuous improvement mindset. Drive, determination and a great deal of integrity

Why us?

What sets us apart is our commitment to progression and community. For more than 50 years, The Openwork Partnership has been helping people build lasting careers in financial advice, supported by a nationwide network of experienced professionals. You'll never be on the journey alone, we'll be there to mentor, encourage and celebrate your growth.

The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities - just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Link to apply - http://apply.theopenworkpartnership.com/vacancies/1956/from-mortgage-to-wealth--employed-adviser-careers-at-openwork.html

Job Type: Full-time

Pay: From 45,000.00 per year

Benefits:

Company events Company pension Cycle to work scheme Employee discount Enhanced maternity leave Enhanced paternity leave Financial planning services Free flu jabs Free parking Health & wellbeing programme Life insurance On-site parking Private dental insurance Private medical insurance Sick pay
Work Location: Hybrid remote in Swindon SN5 8AT