Financial Advisor - Kalon Financial

Company

Kalon Financial Ltd (An Appointed Representative of The Openwork Partnership)

Assess client financial situations to identify insurance gaps and protection needs.

Recommend tailored packages spanning Life Insurance, Critical Illness, Income Protection, and General Insurance.

Conduct meetings through face‑to‑face appointments and video chats.

Cultivate prospective clients via marketing, network referrals, and relationship building.

Process applications accurately, maintain secure client database files.

The firm sponsors and provides the necessary professional pathways to get qualified.

Backed by one of the largest financial advice networks in the UK (The Openwork Partnership).

Complete freedom to arrange your own daily diary and manage your time.

Career paths to build and manage your own sub‑adviser team.

None needed. Full training, industry mentorship, and resources are provided.

A valid driving licence and access to a reliable vehicle are required for face‑to‑face client travel.

Good spoken and written English skills for a highly client‑centric role.

Ambitious, self‑motivated, and disciplined enough to manage your own calendar and work independently.