[Hiring] Trainee Wealth Adviser @Openwork

Role Description

Ready to take the next step in your Financial Advice career? At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice. You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.

This role would be particularly well suited to:

• Paraplanners looking to move into an advisory role
• Recently qualified Wealth Advisers seeking structured development and support
• Financial services professionals with a Level 4 Diploma who are ready to begin advising clients

Qualifications

• Level 4 Diploma in Financial Planning
• Passionate about developing a career in Wealth Advice
• Strong communicators with excellent interpersonal skills
• Client-focused and committed to delivering positive outcomes

Requirements

• The initial training and development programme will be delivered from our Swindon Head Office.
• Candidates must be able to travel to our Swindon HQ regularly during the first three months of employment to fully participate in the bootcamp, training sessions, coaching, and licensing activities.

Benefits

• Salary – £45,000
• Bonus scheme - on target bonus – 10%
• Pension scheme - contribute up to 5% of your salary and we will match and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days.
• Up to 3 working days per year of paid time to participate in volunteering activities
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Selection Process

We will be running Assessment Centres in Swindon throughout September for this opportunity. Successful candidates will progress through our assessment process and, on joining, begin the next available Trainee Wealth Adviser bootcamp in January 2027.