Self Employed Financial Advisors
TLDR
Convert a 2,000-client base into ongoing advisory relationships.
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.
Benefits
Client list access
Access to a substantial list of clients not currently receiving services
Remote-Friendly
The freedom to work from any location
OneDome is a UK-based housing and fintech platform dedicated to streamlining the homebuying process and personal finance through an AI-powered, all-in-one digital experience. By integrating property discovery, mortgage origination, legal services, and financial planning, OneDome redefines homeownership, offering consumers a transparent and efficient way to make life's most significant financial decisions. With its comprehensive services, including the innovative HomeBuyer Service, OneDome stands out as a leader in transforming the fragmented real estate market.