Self Employed Financial Advisors

OneDome; United Kingdom; Remote; GBP 80,000 - 100,000; Part time

Job summary

A growing financial services firm in the United Kingdom is seeking self-employed financial advisers to join their rapidly expanding team. The ideal candidates will possess a Level 4 Diploma in Financial Planning and have exceptional communication skills. They will assist in converting over 2,000 non-active clients into ongoing clients. The role offers flexible working conditions and a highly competitive commission structure, along with administrative support.

Benefits

Performance-based commission

Administrative and paraplanning support

Professional Indemnity Insurance coverage

Qualifications

• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher.
• Comprehensive knowledge of financial products, markets, and regulations.
• Competent Adviser Status (CAS).

Responsibilities

• Assist in converting non-active clients into ongoing clients.
• Provide financial advice and develop client relationships.

Skills

Communication skills

Sales skills

Analytical skills

Knowledge of financial products

Education

Level 4 Diploma in Financial Planning

Job description

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.