The Openwork Partnership

4 job(s) at The Openwork Partnership

The Openwork Partnership
Jul 15, 2026
Full time
Self-Employed Mortgage & Protection Adviser Build Your Business - Without Building It Alone Are you an experienced adviser ready to go self-employed but without the risk of starting from scratch ? Join an established, growing firm where you can enjoy the freedom of self-employment alongside the security, structure, and support of a successful business . Be self-employed within a firm Don't build from scratch Keep support + structure The Opportunity This is your chance to take control of your career while plugging into a proven, high-performing firm . You'll operate as a self-employed adviser , earning uncapped commission and managing your own clients - but without the headaches of running your own company. Think of it as self-employment, upgraded: Independence Flexibility Support What You'll Get True Self-Employed Benefits Uncapped earning potential Attractive commission splits ? Full autonomy over your diary and workload Flexible / remote working options Freedom to build your own client bank Without the Risk No need to set up or run your own firm Compliance handled for you Established infrastructure & systems Admin, tech & marketing support Access to lenders & providers Backed by a recognised brand (Openwork) Full Support Structure You'll never be on your own. We provide: Compliance & regulatory support Admin & operational infrastructure Marketing tools & guidance Training on building and maintaining pipelines Ongoing development & growth support Your Career, Your Way You're in control of how you grow: Build through referrals Establish introducer relationships Leverage your existing network We provide the tools - you decide the strategy. Who This Is Perfect For Employed advisers ready to go self-employed Brokers seeking better splits & more freedom Experienced advisers returning to the market Why Join Us? All the upside of self-employment - without the headache of running a firm. Keep your independence, but don't do it alone. Build a career that fits your lifestyle - not just targets. Ready to Take the Next Step? If you're ready to take control, increase your earnings, and grow your own client base within a supportive firm , we'd love to speak with you. Apply now and start building your future - your way.
The Openwork Partnership
Jul 14, 2026
Full time
This is a self employed role, based remotely. What's in it for you? Support from the team and opportunity to develop Joining a growing, forward-thinking company known for its collaborative culture Generous commission structure No adviser fees Remote work available from anywhere in the UK Are you qualified a Protection adviser driven to provide tailored support to all clients? Are you looking for the support and guidance to help you become successfully self-employed? Are you an experienced adviser with a proven ability to self- generate leads, seeking a new home for your client bank where you can further develop your business? Concept Financial Services are expanding, seeking experienced Protection Advisers who are dedicated to delivering exceptional, holistic advice and building lasting client relationships. Operating on a self-employed basis, you will join Concept Financial Services, gaining access to comprehensive support and the opportunity to develop your expertise alongside a team with decades of combined experience If you're experienced and passionate about helping people, then we'd love to hear from you Responsibilities of the role: Provide high-quality, client-focused advice aligned with individual needs and objectives Analyse clients' financial situations to determine appropriate policy options Utilise the training and support provided by Concept Financial Services and The Openwork Partnership Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements. Promote your services through networking and marketing, to grow your client base This opportunity suits an experienced Protection Adviser, whether you're currently self-employed or looking to transition into a self-employed with your own client bank or ability to generate leads, role seeking a long term place to grow and succeed. If you're looking for the next steps in your career but require greater support/leadership, this could be the right fit for you. What will you need to succeed? Strong track record of sales and building strong client relationships Self motivated with excellent communication skills Ambitious with entrepreneurial drive to develop your business network and client portfolio Good knowledge of industry regulations and compliance standards Why us? Concept Financial Services are 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.
The Openwork Partnership
May 19, 2026
Full time
This is an employed role, fully remote working with training and development provided ? What's in it for you. A basic salary of £26,000 PA Commission of 25% Flexible remote working available Leads provided Full training and support to create your own client bank Full compliance support ? As a financial company, BVS Mortgages & Financial Services has grown in leaps and bounds. We attribute our success to our customers who have invested their trust in us. By providing a personalized and amiable service, we establish a strong relationship with our clients, enabling us to offer the highest level of customer service. This approach allows us to gain a greater understanding of our client's financial goals and requirements, and we work towards achieving the best outcomes for them. Our team of professionals are experts with extensive knowledge and experience in all aspects of financial services able to provide vital advice and guidance to our clientele. To be successful min this role, you will need to be ? Full CeMap (or equivalent) qualification in order to provide mortgage and protection advice Willingness and openness to learn and develop Excellent communication skills both written and verbal Excellent organisation skills both Previous experience in a customer service focus industry would be ideal Fluent in Hindi, Punjabi or Polish is ideal but not a necessity BVS Mortgages & Financial Services Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure - at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation - who have donated over £22m to UK registered charities since it was founded.
The Openwork Partnership Newton Abbot, Devon
May 12, 2026
Full time
The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are 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.