Hybrid Wealth Advisor | Client-Focused Financial Planning

Company: Openwork Limited
Apply for the Hybrid Wealth Advisor | Client-Focused Financial Planning
Location: Swindon
Job Description:

Openwork Limited is seeking experienced Wealth Advisers to deliver FCA-regulated financial planning advice to both new and existing clients. This permanent, hybrid role sits in our employed advice team, focused on building strong client relationships and contributing to a modern, ambitious financial planning business.

You’ll handle regular reviews, prepare suitability reports, and work from inbound leads while also developing new business through referrals.

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Posted: September 18th, 2026