Financial Adviser - THE OPENWORK PARTNERSHIP : Job Details

Endurance Financial was originally founded by Carl Swift and David Calow who are both practicing financial advisors. Based in Sheffield but with a UK wide client bank, we pride ourselves on our core business being from repeat business and referrals from satisfied clients. We empower people to get in the best financial situation that they can with affordable advice from the experts.

Our robust and efficient processes, systems, software and administration team ensure that each client receives the best service and you are able to do your job to the best of your ability.

About the Role

As a Financial Adviser, you will be part of a close-knit and supportive team providing advice and guidance across pensions and investments to service existing clients. You will be the sole Financial Adviser providing wealth advice, working alongside the team of Mortgage and Protection Advisers to ensure 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.

This Financial Adviser position is based in the firms Sheffield office, based closed to Meadow Hall Shopping Centre with ample parking. There may be flexibility to allow one day working from home.

The benefits

• Access to a large client bank with lots of untapped potential.
• Well known firm in the area with strong referral network and warm leads.
• Both employed and self-employed options available, to suit your personal circumstances.
• Potential for admin support once established.
• Experienced and supportive team.
• No monthly fees.

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.
• All levels of experience considered.
• Excellent communication skills and customer service standards.

Endurance Financial 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.