The Openwork Partnership

12 job(s) at The Openwork Partnership

The Openwork Partnership Nottingham, Nottinghamshire
Aug 02, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Tunbridge Wells, Kent
Aug 02, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership
Aug 02, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership
Aug 02, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Leicester, Leicestershire
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Liverpool, Merseyside
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Leeds, Yorkshire
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Southampton, Hampshire
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and client-focused Financial Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive and transparent remuneration structures Strong support to help you generate new business and grow your client portfolio Full administrative and compliance support Flexible remote and hybrid working arrangements Ongoing training, mentoring, and professional development Access to a broad range of products and providers Supportive and collaborative working environment Clear opportunities to build and scale your own advisory business The Role As a Financial Adviser, you'll provide holistic financial planning advice, helping clients achieve their long-term financial goals while building lasting relationships based on trust and exceptional service. Key Responsibilities Providing tailored financial advice based on clients' individual needs, objectives, and circumstances. Conducting comprehensive financial reviews and developing suitable recommendations. Advising clients on a range of financial planning areas, including investments, pensions, protection, and retirement planning. Building and maintaining long-term client relationships. Growing and managing your own client portfolio. Developing referral partnerships and professional introducer relationships. Ensuring all advice is delivered in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, and business development activities. Maintaining accurate client records and delivering excellent client outcomes. What We're Looking For Level 4 Diploma in Regulated Financial Planning (or equivalent). Experience providing regulated financial advice. Strong relationship-building and communication skills. A client-centric approach with a passion for delivering positive outcomes. Entrepreneurial mindset with the ambition to grow a successful advisory business. Self-motivated, professional, and driven to succeed. Good understanding of FCA regulations, Consumer Duty, and compliance requirements. Existing client relationships or business development experience would be advantageous. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and longest-established financial advice networks. You'll have access to industry-leading support, training, business development resources, and a broad range of products and providers, enabling you to focus on what you do best-helping clients achieve their financial goals. Apply Today If you're an ambitious Financial Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote / Hybrid Available Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Milton Keynes, Buckinghamshire
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Chelmsford, Essex
Aug 01, 2026
Full time
Self-Employed Remote / Hybrid Opportunities Uncapped Earnings OTE £100,000+ Full Admin & Compliance Support Flexible Working Ready to take control of your earnings and build your own successful advisory business? We're working with a growing number of firms within The Openwork Partnership who are looking to partner with ambitious and experienced Mortgage & Protection Advisers . Whether you're already self-employed or considering making the move, this opportunity offers the flexibility, support, business development resources, and earning potential to help you succeed. Why Join? Uncapped earning potential with competitive commission structures Strong support to help you generate new business and grow your client portfolio, with occasional leads provided Full administrative and compliance support Flexible remote and hybrid working options Ongoing training, mentoring, and professional development Supportive and collaborative working environment Clear opportunities to expand your offering into: Wealth Management Pensions & Investments Commercial Lending Equity Release Wills and Estate Planning The Role As a Mortgage & Protection Adviser, you'll be responsible for delivering high-quality advice that helps clients achieve their homeownership and financial protection goals. Key Responsibilities Providing tailored mortgage and protection advice based on clients' individual needs and circumstances. Building and maintaining long-term client relationships. Assessing financial situations and recommending suitable solutions. Managing cases from initial enquiry through to completion. Developing referral partnerships and growing your client portfolio. Ensuring all activity is conducted in line with FCA regulations and compliance requirements. Generating new business through networking, referrals, marketing, and business development activities. What We're Looking For CeMAP qualified (or equivalent). Previous experience providing mortgage and protection advice. Strong communication and relationship-building skills. Commercially minded with the drive to grow a successful client base. Self-motivated, professional, and customer-focused. Good understanding of FCA regulations and compliance requirements. Passionate about delivering excellent client outcomes. Why The Openwork Partnership? As part of The Openwork Partnership , you'll benefit from the backing of one of the UK's largest and most established financial advice networks. With access to extensive training, business development support, a broad product range, and industry-leading resources, you'll have everything you need to focus on growing your business and delivering outstanding advice to your clients. Apply Today If you're an ambitious Mortgage & Protection Adviser looking for greater flexibility, comprehensive support, and the opportunity to maximise your earning potential, we'd love to hear from you. Apply today for a confidential conversation about the opportunities available and how we can support the next stage of your career. Work Location: Remote Job Type: Self-Employed Earnings: OTE £100,000+ per annum (uncapped)
The Openwork Partnership Warwick, Warwickshire
Oct 29, 2025
Full time
As a Financial Adviser at Parkway Consulting, you will be part of our close-knit and supportive team providing advice and guidance across pensions, investments and protection. You will work collaboratively with the existing advisers and administration team to ensure a holistic financial service is provided to clients. You will join a supportive and collaborative office environment that see the value in working closely both with clients and each other to ensure the best outcomes. There is a small bank of clients available for you to take on for ongoing servicing, as well as an opportunity to work with clients who have legacy policies, additionally we can provide some leads. However, you must be willing to actively grow your client book. This position is based Leamington Spa, CV34, with hybrid working options. The benefits Basic salary £40,000 - £60,000 + uncapped bonus potential. Company pension scheme. 21 days holidays + bank holidays + Christmas closure. Well known firm in the area with strong referral network and warm leads. Potential for admin support once established. Experienced and supportive team culture. Your responsibilities will include: Understanding client's financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs. Providing ongoing advice and regular reports in line with ongoing servicing agreements. Grow continued referrals through great advice and service. Stay updated with financial regulations through regular CPD. What will you need to succeed? Level 4 DipFA or CII Diploma or equivalent qualification required. You must have experience in giving financial advice and ideally you will have experience in Inheritance Tax Planning. You'll have excellent communication and customer service skills. Why us? Parkway Consulting 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.