We are a people-focused business that is built to be sustainable over the long term: for us, our advisers, clients and professional introducers. Our core values are based on delivering an outstanding service to our customers by going the extra mile to ensure they receive the very best value and top quality advice across the range of services we provide.

Opal Financial Management was set up in June 2013 to fill the void that was starting to appear as many of the major high street banks were pulling out of offering face to face financial advice. We felt it was unfair that customers no longer had access to quality advice, so we set about changing this trend. We feel very strongly that all clients should be treated fairly and equally. Consequently, our business model accommodates all customers whether they are looking to invest; plan their
retirement; protect their family; or take out a mortgage. Since it began, our business has grown strongly month-by-month and now with the benefit of economies of scale, the management team has been able to offer attractive terms that will help your business grow.


We are looking for self motivated, enthusiastic, client-focused individuals to work in partnership with our Opal Financial Management team, to build a sustainable business for the benefit of everyone. As a partnership, we believe that the package we offer makes Opal one of the most competitive companies of its kind in favour of our advisers. Consequently, we aim to attract and retain the very best people in the industry, who are committed to building a sustainable business now and in the future.


In the first instance, please send your CV to:


We will then review your application and arrange for a values-based telephone interview. Successful candidates will then be invited to attend a formal interview and assessment.


We look forward to talking to you about how we can work together to grow your financial advice business.

Opal Financial Management Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.  Opal Financial Management Ltd is entered on the Financial Services register ( under reference 602945

Opal Financial Management Ltd. Registered address 7-8 Church Street, Wimborne, Dorset, BH21 1JH.  Registered in England and Wales. Reg. No. 8544727

The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit