Business: Milecross Financial Solutions Limited
Role: Wealth Adviser
Location: Poulton-le-Fylde, Blackpool – hybrid
About the Opportunity
Are you an ambitious and client-focused adviser looking to develop your career within a supportive and growing business?
Milecross Financial Solutions Limited is seeking a motivated Wealth Adviser to join the team. Whether you're already an established adviser or looking for the right environment to accelerate your growth, this is an opportunity to build a successful long-term business with the support of an experienced and collaborative team.
This role offers the flexibility to develop your own client relationships while benefiting from the support, resources and opportunities available through both Milecross Financial Solutions Limited and The Openwork Partnership.
We're looking for individuals who are passionate about delivering great client outcomes, building lasting relationships and growing a sustainable advisory business.
Benefits of the Role
- Competitive remuneration and commission structure
- Flexible working arrangements
- Access to support, training and professional development
- Ongoing compliance and business support
- Opportunity to build and develop your own client bank
- Administrative support (where applicable)
- Access to marketing and lead generation support (where applicable)
- Supportive and collaborative working environment
- Long-term career development opportunities
- Ability to build recurring income and a sustainable client portfolio
Responsibilities
- Provide high-quality advice tailored to clients' individual needs and objectives
- Build and maintain long-term client relationships
- Develop new business opportunities through referrals, networking and existing relationships
- Manage client cases and records accurately and efficiently
- Work in accordance with all regulatory, compliance and Consumer Duty requirements
- Deliver excellent ongoing client service
- Promote your services professionally within your local community and network
- Contribute positively to the continued growth and reputation of the business