Ready to Be the Boss- Launch Your Financial Advice Firm, Not Just Your Career.

The Openwork Partnership; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking an Appointed Representative to help launch and manage a fully compliant firm specializing in mortgages and wealth. You will benefit from dedicated support, training, and a comprehensive compliance framework, with the opportunity to leverage advanced technology and marketing resources for business growth.

Benefits

Dedicated Growth Partner

Accredited Route To Principal

Comprehensive Onboarding Support

Professional Marketing Toolkit

Robust Compliance Support

Holistic Administrative Assistance

Qualifications

• No specific educational qualifications required.
• Strong desire to own and grow a financial services business.

Responsibilities

• Launch and manage your Firm under the guidance of The Openwork Partnership.
• Utilize provided tools and support for sustained growth.
• Ensure full compliance with regulations in the financial advice sector.

Job description

Overview

As an Appointed Representative you can launch your Firm with The Openwork Partnership’s "Business in a Box" Solution. The leap from adviser to Principal is significant; The Openwork Partnership provides the blueprint, toolkit, and support to launch a fully compliant and scalable advice firm—specialising in mortgages and wealth.

What we offer to help you grow

• Dedicated Growth Partner: A dedicated development manager to shape your future and help you reach your goals.
• Accredited Route To Principal: Enrol in our CII accredited programme designed to equip you with essential skills for running a financial services business.
• Seamless Onboarding & Dedicated Support: Onboarding consultant to showcase our technology, advice processes and culture, plus a comprehensive six‑month support package.
• Complete Compliance & Regulatory Cover: A robust "business in a box" solution with compliance oversight from day one.
• Ever‑Evolving Technology: Access to an intuitive technology platform for maximum efficiency and client service.
• Professional Marketing Toolkit: Marketing campaigns and resources via the Marketing Gateway platform.
• Full Business Consultancy: Personalised guidance on strategy, marketing and recruitment to scale efficiently.
• Business Expansion Support: Upskilling, further qualifications, and recruitment support with structured learning pathways.
• Holistic Administrative & Paraplanning Support: Administrative and paraplanning assistance to free up your time.
• Unrivalled Market Access: Access to a comprehensive network of products, providers and lenders.
• Exclusive Products & Service: Ties with providers for exclusive products and faster service.
• Succession & Exit Options: An established practice buyout programme to support succession planning.
• Stop dreaming about owning your firm and start building it.

Job details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales and Finance

How to connect

Join a business where “Partnership” is at the heart of the model. The Openwork Partnership is backed by Bain Capital, with a focus on accelerating growth and delivering high-quality, expert financial advice.