Concept Financial Services
Financial Adviser
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About the Role
This is a self-employed role, based remotely in the Midlands area & surrounding.
What's in it for you?
- Self-employed opportunity with attractive earning potential
- Competitive 60/40 fee split
- Fully remote working model
- Occasional leads provided
- No adviser fees
- Administrative and compliance support available
- Ongoing mentorship and guidance to support your development
- Access to a collaborative and experienced team
- Backing of a well-established Openwork Partner firm
Are you an experienced Financial Adviser looking for the freedom to run your own business while benefiting from the support of an established and growing firm?
Concept Financial Services are looking for an experienced, self-motivated Financial Adviser to join our team on a self-employed basis. This opportunity would suit an adviser with a proven track record of generating their own business, building lasting client relationships, and delivering high-quality financial advice.
Whilst the majority of business generation will come from your own networking, referrals, and professional connections, occasional leads will be provided to support your growth.
You'll have the flexibility to work entirely remotely whilst benefiting from ongoing mentorship, compliance support, administration assistance, and access to a collaborative team who are committed to helping you succeed every step of the way.
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If you're passionate about helping people achieve their financial goals and want the support to continue growing your business, we'd love to hear from you.
Responsibilities of the role:
- Provide regulated financial advice in line with Concept and The Openwork Partnership
- Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.
- Deliver holistic financial planning advice across pensions, investments, and protection.
- Identify additional advice opportunities within the client base and via referrals.
- Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.
- Maintain accurate and up-to-date client records within our CRM and back-office systems.
- Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.
This role is ideal for an established adviser who values independence but doesn't want to feel isolated. Whether you're looking for a more supportive environment, greater flexibility, or a home where you can continue to grow your business, Concept Financial Services offers the balance of entrepreneurial freedom and professional support.
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With mentorship, guidance and infrastructure available from day one, you'll be supported every step of the way whilst retaining control of your own success.
What will you need to succeed?
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - this is essential.
- Proven track record of providing financial advice
- Customer service experience
- A customer-focused attitude
- Excellent organizational skills
- Excellent communication skills, both verbal and written
Why us?
Concept Financial Services are part of The Openwork Partnership, who are one of the UK's 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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