Self Employed Financial Advisors

OneDome; United Kingdom; Remote; GBP 30,000 - 100,000; Full time

Job summary

A dynamic wealth management firm is actively hiring self-employed financial advisers offering attractive commission rates. This role focuses on expanding our client base of over 2,000 clients currently not receiving services. Ideal candidates will possess a Level 4 diploma in Financial Planning and exceptional interpersonal skills, with a strong focus on income generation and client conversion.

Benefits

Comprehensive administrative and paraplanning support

Coverage of all Professional Indemnity Insurance fees

Performance-reflective commission-based splits

Qualifications

• Possession of a Level 4 Diploma in Financial Planning or equivalent.
• Competent Adviser Status (CAS).
• Demonstrated track record of income generation.

Responsibilities

• Assist in converting existing clients into ongoing clients.
• Utilize knowledge of financial products and markets.
• Work independently while maintaining client relationships.

Skills

Communication

Interpersonal Skills

Analytical Skills

Sales Skills

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.