• All LocationsAll Locations:
    Home Based
  • Function:
    Openwork Network
  • The opportunity

  • This is a self employed role, based remotely.

    What's in it for you?
    • Competitive Commission only splits: Enjoy an attractive commission split of 80% allowing for greater earning potential as a self-employed adviser.
    • In-House training and compliance support: Benefit from continuous professional development and robust compliance support.
    • Defined pathway to competency. 
    • Be part of a team that values collaboration and regularly hosts in-person events.
    • Flexible client meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
    • Team camaraderie: Work with like-minded individuals with the opportunity to attend quarterly team training events and share best practices.
    • Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners. 
    Whether you are an experienced or inexperienced financial adviser you will have the freedom to build your own business and kick start your career as a financial adviser. You will need to be able to generate your own leads.
     
    Your responsibilities will include:
    • Meet with clients to understand their financial goals.
    • Providing strategic advice across a variety of financial Investments, products and services.
    • Conduct regular, ongoing advice to ensure goals and performance.
    • Build and develop your business to achieve your goals.
    • Complete continued professional development to ensure you stay up to date on industry regulation and products.
  • What will you need to succeed?

    • Must be Level 4 DipFA or CII Diploma qualified.
    • Strong communication skills.
    • Ability to work independently and as part of a team.
  • Why us?

  • Cooper & Parks Financial Services Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.

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