Self Employed Financial Advisors

Reposted 7 Days Ago
Be an Early Applicant
Hiring Remotely in United Kingdom
Remote
Expert/Leader
Fintech • Payments • Financial Services
The Role
Seeking self-employed financial advisers to manage clients and convert potential clients into ongoing contracts, with high commission-based pay.
Summary Generated by Built In

Highest Payaway Rate for Self-Employed Financial Advisers

A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not receiving our ongoing services. We are in search of advisers who will join our team and assist in converting these individuals into ongoing clients.

Requirements:

• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.

• Comprehensive knowledge of financial products, markets, and regulations.

• Competent Adviser Status (CAS).

• Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.

• Transferable Assets Under Management (AUM) is highly advantageous.

• Demonstrated track record of income generation.

• Strong analytical and sales skills.

Our Offer:

• Highly competitive, performance-reflective commission-based splits.

• Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.

• Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.

• The freedom to work from any location.

Skills Required

  • Possession of Level 4 Diploma in Financial Planning or equivalent
  • Comprehensive knowledge of financial products, markets and regulations
  • Competent Adviser Status (CAS)
  • Exceptional communication and interpersonal skills
  • Ability to work independently
  • Transferable Assets Under Management (AUM)
  • Demonstrated track record of income generation
  • Strong analytical and sales skills
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The Company
HQ: London
32 Employees
Year Founded: 2016

What We Do

OneDome is an award winning next generation property marketplace (One stop shop housing ecosystem). The platform enables home movers to conduct an end to end property transaction via a single interface. Home movers could search for properties, engage, communicate and transact with an estate agent, conveyancer (lawyer) and mortgage broker via the platform. OneDome platform makes transactions faster and more assured. OneDome's housing ecosystem offers an opportunity to property professionals to win more business and generate more revenue, have better visibility of each stage of the transaction via purpose built technology. OneDome won the Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK

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