Financial Adviser / Servicing Financial Adviser

• This is an employed role, based in the Midlands area.


• • What's in it for you?


• A basic salary of £35,000 depending on experience with OTE earnings of circa £50-60k


• All leads provided


• Commission Structure based on new clients and existing servicing bank


• No adviser fees


• A hybrid working set up based out of Concepts office with a collaborative team always on hand to help


• Admin support available


• Are you an experienced Financial Adviser based in the Midlands looking for a new place to call home with a provided client bank?


• Concept Financial Services are recruiting a servicing Financial Adviser to join their existing team to help continue the first-class service they proved their clients. As an employed adviser you will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection.


• If you are passionate about helping people, then you’re who we want to talk to.


• • Responsibilities of the role:


• Provide regulated financial advice in line with Concept and The Openwork Partnership


• Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.


• Deliver holistic financial planning advice across pensions, investments, and protection.


• Identify additional advice opportunities within the client base and via referrals.


• Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.


• Maintain accurate and up-to-date client records within our CRM and back-office systems.


• Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.


• This role would suit you if you’re experienced, keen to learn and grow & haven’t found that place to call home. If you’re an experienced adviser wanting a change or if you don’t have the support where you are and want to grow, then this is a role for you.

What will you need to succeed? • Level 4 Diploma in Regulated Financial Planning (or equivalent) - this is essential.

• Proven track record of providing financial advice


• Customer service experience


• A customer focused attitude


• Excellent organisational skills


• Excellent communication skills, both verbal and written

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.

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