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Financial Adviser jobs in Kirkby

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    • Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior…
    • View all Partnership Recruitment jobs - Haydock jobs
    • Salary Search: Financial Planner salaries
    • Experience within financial services, ideally in a financial planning or wealth management practice.
    • Review client portfolios and support ongoing financial…
    • Previous financial services experience is not essential.
    • Supporting advisers and the financial planning process.
    • Strong numerical and analytical skills.
    • Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc.
    • Knowledge of cashflow modelling and financial analysis tools.
    • Completing relevant calculations and financial analysis to support recommendations.
    • RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.
    • Working alongside financial advisors and investment managers.
    • Recent graduate with an interest in starting a career in financial services.
  • View similar jobs with this employer
    • You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.*.
    • Experience in a professional work environment in an administration focussed role - i.e. financial services, legal etc.
  • View similar jobs with this employer
    • You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.*.
    • Proven experience delivering regulated holistic financial advice.
    • Delivering holistic, regulated financial planning advice to clients affected by life-changing…
    • This is a client and growth-focused, high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…
    • We're seeking someone with a minimum of one year's advisory experience who is ambitious, driven and motivated to build a successful long-term business.
    • Comfortable using Word, Excel and PowerPoint; experience with financial planning software is a bonus but not essential — full training given.
    • This is a highly client-facing role, so you will need to be a confident communicator, who can handle a variety of queries clearly and sensitively.

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Job Post Details

Financial Planner
Partnership Recruitment
Haydock WA11 8HD
•
Hybrid work
Self-employed
Apply on company site

Job details

Pay information not provided
Self-employed
Hybrid work in 4b Old Smithy, Haydock WA11 8HD

Full job description

The opportunity

This is a self-employed role - You must be within a close proximity to St. Helens


The Opportunity

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing Mortgage team.


This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, untouched client bank, and a genuinely collaborative environment.


You’ll be stepping into an existing client bank, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.


What You’ll Receive


High-Earning Potential

  • 60% adviser / 40% firm split
  • No reduction on firm-generated leads


Consistent Lead Flow

  • Referrals from mortgage and protection team
  • Strong cross-referral culture across the business


Collaborative Culture

  • Modern office environment
  • Open-door, supportive leadership style
  • Established team of 3 advisers
  • Strong emphasis on work-life balance and team integration


How You’ll Work

  • Hybrid model with flexibility
  • Minimum one day per week in the office to maintain collaboration and team integration
  • Manage and grow a portfolio of clients
  • Deliver ongoing reviews, holistic advice, and new business development

What will you need to succeed?

What We’re Looking for

Essential:

  • Level 4 Diploma qualified (or equivalent)
  • Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
  • Comfortable operating in a self-employed model
  • Strong interpersonal and client relationship skills
  • Professional, ethical and client-first mindset


Desirable:

  • Experience within a network model (experience with Openwork Partnership advantageous)
  • Ability to generate new business alongside servicing existing clients
  • Existing client relationships


Ideal for advisers who want to maximise earnings utilising an untouched client bank.


Why us?

This is a rare opportunity combining

  • Immediate earnings via an existing client bank
  • Strong, transparent split
  • A genuinely positive and collaborative culture

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.

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