Self Employed Financial Advisors

Posted 7 Days Ago
Be an Early Applicant
London, Greater London, England
Entry level
Fintech • Payments • Financial Services
The Role
The role seeks self-employed financial advisers to provide financial planning and advice, with a focus on client acquisition and management. Advisers will need to have a Level 4 Diploma in Financial Planning and demonstrate strong communication, analytical, and sales skills. The job offers a commission-based compensation model with support for compliance and administration.
Summary Generated by Built In

Highest Payaway Rate for Self-Employed Financial Advisers

Are you looking to retire in the next 5 years? A rapidly expanding wealth management and financial advice firm is seeking to hire several successful financial advisers on a self-employed basis, offering highly competitive payaway rates and a very attractive exit package.

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)

• 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.

The Company
London
32 Employees
On-site Workplace
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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