• Function:
    Openwork Network
  • The opportunity

  • Location:  

     Hybrid / Dorset (Multiple office locations available)

    Employment Type: 

     Self-Employed
     
    Overview:
    • Earning potential in year 1 is £90k+ increasing as you build the client bank each year. Year 3 OTE £120k+
    •  25/75 split on OAF
    • 50/50 split on IAF
    • Existing client bank available circa £25m AUM across 140 clients
    • Leads provided by a team of mortgage advisers
    • Administrative and paraplanning support
    • Ongoing training and development
    • Flexible working arrangements
    • Supportive and collaborative culture
    • Modern systems and technology

  • What will you need to succeed?

  •  
    • Hold relevant industry qualifications
    • Have experience providing regulated financial advice
    • Are passionate about delivering excellent client outcomes
    • Can build and maintain long-term client relationship
    • Want to develop and grow their business 
    Fantastic opportunity to join a well known firm and take over an established client bank and grow it over time. Long term earning potential of £150k+.
  • Why us?

  •  

    St Barts Finance LTD 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. 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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