OneDome

Self-Employed Financial Advisor

OneDome

full-time

Posted on:

Location Type: Remote

Location: United Kingdom

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Salary

💰 £100,000 per year

About the role

  • Seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates.
  • Work with over 2,000 clients who are not receiving our ongoing services.
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial productsfinancial marketsfinancial regulationsincome generationanalytical skillssales skillsAssets Under Management
Soft Skills
communication skillsinterpersonal skillsindependent work
Certifications
Level 4 Diploma in Financial PlanningCompetent Adviser StatusChartered Financial Planner