Self Employed Financial Advisors

March 16

OneDome

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💰 Private Equity Round on 2022-11

Description

• 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

Benefits

• 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