Holistic Financial Adviser

•  The opportunity for guaranteed income for the first 6 months and a strong support package
• Qualified leads provided, working with an active client base
• Flexible working hours and location
• Support from a mentor with training and personal development opportunities 

• Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region. 
• You will be responsible for managing client enquiries and the advice process end-to-end.
• You will be responsible for booking appointments, fact finding, research and product recommendation
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• If you have a mortgage qualification, providing mortgage advice can also be part of the remit.
• Building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.
• You will benefit from both flexible working options and ongoing training and development. 
• You will be building and nourishing relationships with clients who really value quality service.
• You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.
  

This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust.  You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network.

• We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress.
• You will benefit from a market leading proposition
• You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients
• You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations.

Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.