Wealth Adviser

About the company

Business: Milecross Financial Solutions Limited

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.

Milecross Financial Solutions Limited is part of The Openwork Partnership, one of the UK's largest and longest-established financial advice networks.

There are many benefits to being part of something bigger. The Openwork Partnership is owned by its firms, Bain Capital and its employees. It offers a broad proposition, strong provider relationships and significant resources to help advisers and firms succeed.

The Partnership places development at the heart of its culture, investing in advisers, colleagues and support staff through its dedicated Business School. In addition, The Openwork Foundation has donated more than £22 million to UK registered charities since its formation, providing opportunities for firms and advisers to support the communities they serve.

Your tasks

• 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

Requirements

About the Opportunity Are you an ambitious and client-focused adviser looking to develop your career within a supportive and growing business?

We're looking for individuals who are passionate about delivering great client outcomes, building lasting relationships and growing a sustainable advisory business.

• Relevant industry qualifications and regulatory permissions appropriate to the role
• Strong communication and relationship-building skills
• Commitment to delivering excellent customer outcomes
• Self-motivated with a proactive approach to business development
• Professional and ethical approach to advice
• Good understanding of industry regulations and compliance requirements
• Ability to build trust and maintain long-term client relationships
• Entrepreneurial mindset with a focus on personal and professional growth

Who This Role Would Suit This opportunity would suit an ambitious adviser who values professional development, enjoys building strong client relationships and is motivated to grow a successful long-term business.

Whether you're already established, newly qualified, or looking for a more supportive environment to achieve your career goals, we'd be pleased to hear from you.

What we offer

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.

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

How to apply

Apply today and we'll arrange an initial conversation to discuss the opportunity further.

Other

Role: Wealth Adviser

Location: Poulton-le-Fylde, Blackpool – hybrid