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Openwork Limited
Hybrid Wealth Advisor | Client-Focused Financial PlanningOpenwork Limited • Swindon, England
Hybrid Wealth Advisor | Client-Focused Financial Planning

Hybrid Wealth Advisor | Client-Focused Financial Planning

Openwork Limited • Swindon, England
24 days ago
Job type
  • Permanent
Job description
Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients. This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business. You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals. J-18808-Ljbffr
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Hybrid Wealth Advisor | Client-Focused Financial Planning • Swindon, England

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