Financial Advisor

The Openwork Partnership; Aberdeen City; Hybrid; GBP 35,000 - 45,000; Part time

Job summary

A financial advisory firm in Aberdeen seeks a part-time Wealth Adviser to join their team. The role is tailored for qualified advisers looking for flexible hours and a supportive environment. Responsibilities include providing regulated financial advice, managing client portfolios, and building long-term relationships. Ideal candidates should have experience in financial advice, strong rapport-building skills, and a desire to prioritize client needs. A collaborative culture and admin support are provided, offering an excellent opportunity to grow within the firm.

Benefits

Flexible part-time hours

Supportive environment for returners

Access to training and compliance support

Admin and paraplanning support

Competitive salary and bonus structure

Qualifications

• Qualified Financial Adviser with integrity and professionalism.
• Experienced in regulated financial advice, even after a career break.
• Strong ability to understand client needs and build trust.

Responsibilities

• Provide regulated financial advice across investments and pensions.
• Manage a portfolio of clients with a high standard of compliance.
• Conduct client reviews and produce compliant recommendations.

Skills

Building rapport with clients

Regulated financial advice

Client relationship management

Tech-savvy with CRM tools

Education

Chartered or working towards

Tools

Modern CRM tools

Job description

Salary up to £45,000 + Commission and Benefits

The opportunity

We are looking for a financial adviser to join one of our Aberdeen based businesses who are expanding and looking for a part-time Wealth Adviser, someone who shares values of integrity, care, professionalism, and a genuine desire to help clients make confident financial decisions.

The firm provide high-quality, client-centred financial planning across wealth, retirement, investments, and protection.

What's on Offer

• Flexible part-time hours (2–4 days per week or school-hours patterns considered)
• Supportive environment ideal for advisers returning to work
• Access to The Openwork Partnership training, systems, and compliance support
• Small existing client base + leads
• Admin and paraplanning support
• Competitive salary, pro-rata bonus structure, and development opportunities
• A collaborative, respectful, and people-first culture

This role is perfect for:

• A qualified Financial Adviser seeking reduced or flexible hours
• A returner to the profession looking to rebuild or rebalance their career
• Someone who values client relationships over high-volume sales
• An adviser who wants the support of a trusted national network with the feel of a close-knit firm
• You will work with an established and growing client bank, providing holistic financial planning tailored to client needs. The role includes a blend of remote and face-to-face advice, depending on the clients’ requirements.
• You will be required to grow client bank based on referrals and networking.

What You’ll Do

• Provide regulated financial advice across investments, pensions, protection, IHT & Estate planning.
• Manage and grow a portfolio of clients with integrity and professionalism
• Conduct client reviews, fact-finds, suitability assessments, and produce compliant recommendations
• Maintain high standards of FCA and Consumer Duty compliance
• Build long-term relationships founded on trust, transparency, and service

What will you need to succeed?

You will be a great fit if you are:

• Chartered or working towards - Desirable
• Experienced in regulated financial advice (even if you’ve taken a career break)
• Strong at building rapport and understanding client needs
• Ethical, client-focused, and aligned to positive consumer outcomes
• Comfortable working part-time and managing your workflow independently
• Tech-savvy enough to use modern CRM and planning tools

Why us?

Our mission, in a nutshell – to help clients live the life that matters to them, without ever running out of money. We help clients understand how much money is enough, for them, and provide REAL wealth management.

In a rapidly changing world, we bring a renewed focus to delivering a meaningful & valued service to our clients.