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Midlands Financial Adviser - Client Bank
Remote / Online - Candidates ideally in
Stafford, Staffordshire, ST16, England, UK
Listed on 2026-07-21
Stafford, Staffordshire, ST16, England, UK
Listing for:
The Openwork Partnership
Full Time, Remote/Work from Home
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Concept Financial Services, part of The Openwork Partnership, is recruiting a servicing Financial Adviser to join their Midlands team. You will deliver compliant, client-focused financial advice to an established portfolio across pensions, investments and protection, as an employed adviser with a provided client bank.
Provide regulated advice, manage annual reviews, identify new opportunities, maintain records, and work in a hybrid office setup with admin support and leads supplied.
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