Self Employed Financial Advisors

April 5

🏢 In-office - London

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OneDome

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💰 Private Equity Round on 2022-11

Description

• Rapidly expanding wealth management and financial advice firm seeking to hire several successful financial advisers on a self-employed basis. • Seeking individuals with comprehensive knowledge of financial products, markets, and regulations. • Requires exceptional communication and interpersonal skills, ability to work independently, and strong analytical and sales skills.

Requirements

• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status. • Competent Adviser Status (CAS). • Transferable Assets Under Management (AUM). • Demonstrated track record of income generation.

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.

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