Financial Advice & Wellbeing Consultant

Apply now

If you would like to apply for this role, send us your covering letter and CV

Apply now

Or send an email to:

Are you from a Regulated Financial Planning background looking for a new challenge? Are you an Adviser committed to help educate consumers on the importance of financial well-being while offering them the opportunity to access financial services in an accessible and affordable way?

Who are OpenMoney?

OpenMoney is here to make financial advice affordable and accessible for everyone. Normally, when you're deciding what to do with your money, you either have to figure it out yourself (but not many people know how it all works), or you can use a financial adviser (but they can cost a lot of money).

In fact, there are millions of people in Britain who would benefit from having financial advice but who have been unable to access or afford it. They’re caught in what we call the ‘Financial Advice Gap’.

As a result, many of these people get caught in financial cycles that they struggle to get out of. It could be running out of money at the end of every month, not knowing how and where to invest, or leaving money and savings in poorly performing investments.

We’re here to help these people. We want to provide our expert financial advice to people who couldn’t find what they need or afford elsewhere. At OpenMoney, we’ll give everyone who comes to us that honest and expert advice, and because of our extensive use of technology,we’re able to keep costs low.

At OpenMoney we endorse three main behaviours that we look for in all current and future employees; play your part, positive perseverance and do the right thing.

What will I be doing?

You will be our representative for WorkLife by OpenMoney, which will include helping to create and be involved in delivering financial well-being content at seminars and other employer events (travel will be involved). With your experience of the financial services industry you will help to develop our advice proposition looking for opportunities to enhance customer experience as this is what we are all about! Working with our team at OpenMoney you will play a key part in our Adviser Services Team.  You will support the advice team with your knowledge by supporting and mentoring team members. There will also be opportunities to provide restricted Regulated Financial Advice via telephone or video call where appropriate and human interaction is required to provide a personal recommendation or guidance. Sound interesting?

What are we looking for?

You'll have at least 5 years independent Regulated Financial Planning experience, with the desire to reach chartered status, if not already. You'll come from a background which has given you market experience in a range of different advice areas including at retirement;alongside understanding of regulatory framework coupled with a strong compliance record. To be part of our Adviser Services Team you'll need to have excellent communication skills and innovate ideas to truly deliver an amazing customer experience!

What can you expect?

This role is based in the heart of Manchester in St. Peters Square in a supportive and social team environment. A prime office location, where you will work alongside your colleagues, with a range of free services including a coffee barista, breakfast, table tennis, beer taps, prosecco, soft drinks… and more...


  • Regular pay reviews
  • Bonus Scheme
  • Flexible Hours – including evenings & weekends
  • Work from home opportunities
  • Company events & social hours
  • Casual dress
  • Life Insurance
  • Benefits platform

Sounds interesting! Then email or click “Apply Now” and upload your CV.

Be part of a company that’s dedicated to making the finance industry a better place.

Job Types: Full-time or Part- time, Permanent

Salary: Up to £50,000.00 (negotiable depending on experience)

Reference ID: HMFAWC001

Apply now

Join our mailing list

Thanks for joining our mailing list.

We've sent you a verification email.

Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!