Wealth Advisor

Business: Milecross Financial Solutions Limited

Role: Wealth Adviser

Location: Poulton-le-Fylde, Blackpool – hybrid

About the Opportunity

Are you an ambitious and client-focused adviser looking to develop your career within a supportive and growing business?

Milecross Financial Solutions Limited is seeking a motivated Wealth Adviser to join the team. Whether you're already an established adviser or looking for the right environment to accelerate your growth, this is an opportunity to build a successful long-term business with the support of an experienced and collaborative team.

This role offers the flexibility to develop your own client relationships while benefiting from the support, resources and opportunities available through both Milecross Financial Solutions Limited and The Openwork Partnership.

We're looking for individuals who are passionate about delivering great client outcomes, building lasting relationships and growing a sustainable advisory business.

Benefits of the Role

Competitive remuneration and commission structure

Flexible working arrangements

Access to support, training and professional development

Ongoing compliance and business support

Opportunity to build and develop your own client bank

Administrative support (where applicable)

Access to marketing and lead generation support (where applicable)

Supportive and collaborative working environment

Long-term career development opportunities

Ability to build recurring income and a sustainable client portfolio

Responsibilities

Provide high-quality advice tailored to clients' individual needs and objectives

Build and maintain long-term client relationships

Develop new business opportunities through referrals, networking and existing relationships

Manage client cases and records accurately and efficiently

Work in accordance with all regulatory, compliance and Consumer Duty requirements

Deliver excellent ongoing client service

Promote your services professionally within your local community and network

Contribute positively to the continued growth and reputation of the business

What will you need to succeed?

Relevant industry qualifications and regulatory permissions appropriate to the role

Strong communication and relationship-building skills

Commitment to delivering excellent customer outcomes

Self-motivated with a proactive approach to business development

Professional and ethical approach to advice

Good understanding of industry regulations and compliance requirements

Ability to build trust and maintain long-term client relationships

Entrepreneurial mindset with a focus on personal and professional growth

Who This Role Would Suit

This opportunity would suit an ambitious adviser who values professional development, enjoys building strong client relationships and is motivated to grow a successful long-term business.

Whether you're already established, newly qualified, or looking for a more supportive environment to achieve your career goals, we'd be pleased to hear from you.

Apply today and we'll arrange an initial conversation to discuss the opportunity further.

Why us?

Milecross Financial Solutions 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.

Pay: £35,000.00-£55,000.00 per year

Work Location: Hybrid remote in Poulton le Fylde