• Function:
    Openwork Network
  • The opportunity

  •  This is a self employed role, based remotely.
     

    Forge Financial Solutions are recruiting multiple financial advisers to join their existing team to help continue the first-class advice they proved their clients.

    Working on a self-employed basis you will be provided with full leads along with the support and guidance for you to start generating your own network and client book.

    If you have your Financial Advice qualification and are passionate about helping people, then you’re who we want to talk to.


    What's in it for you?
    • All leads provided throughout
    • Full training, guidance and support to help you create your own network and client book
    • Commission splits of 50/50 for leads provided and 60/40 in your favour for any self-generated leads
    • No adviser fees
    • Fully flexible remote working
    • Admin support available
     
    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
     

    Responsibilities of the role

    • Provide first class advice to the clients of Forge Financial Solutions and your own network
    • Meet with clients to understand their financial goals
    • Liaise with product providers to gather information
    • Commit to the training provided by Forge Financial Solutions and The Openwork Partnership
    • Adhere to the regulations of Financial advice
    • Complete all administration tasks where needed
  • What will you need to succeed?

  •  

    What you’ll need for the role

    • Fully L4 Diploma in Financial Advice or equivalent is essential
    • Customer service experience and or sales experience
    • A customer focused attitude
    • Excellent organisational skills
    • Excellent communication skills, both verbal and written
    • Be able to comfortably work self employed
     

    This role would suit you if you’re new to the industry but haven’t found that place to call home. If you’re an experienced adviser wanting a change or if you don’t have the support where you are and want to grow, then this is a role for you.

    Click below and apply and we can talk

     

  • Why us?

  • Forge Financial Solutions are 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. 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

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