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- Tasks: Help clients achieve their financial goals with personalized advice and support.
- Company: Join a rapidly expanding wealth management firm focused on exceptional client service.
- Benefits: Enjoy competitive commission splits and extensive administrative support.
- Why this job: This role offers growth potential with a large client base and the chance to make a real impact.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Ideal for self-motivated individuals looking to build a successful financial advisory career.
The predicted salary is between 36000 - 60000 £ per year.
Job Opportunity: Self-Employed Financial Advisers We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver personalised and comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric approach, and with over 1500 clients currently not receiving ongoing services, we see a tremendous opportunity for growth and client engagement. 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 P…
Self Employed Financial Advisor employer: OneDome Ltd
Contact Detail:
OneDome Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisor
✨Tip Number 1
Network with other financial professionals to build relationships and gain referrals. Attend industry events and join relevant online forums to connect with potential clients and colleagues.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share valuable insights and engage with your audience to establish yourself as a trusted advisor.
✨Tip Number 3
Consider offering free initial consultations to attract new clients. This can help you demonstrate your value and build trust with potential clients who may be hesitant to commit.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also enable you to provide the best advice tailored to your clients' needs.
We think you need these skills to ace Self Employed Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Level 4 Diploma in Financial Planning or any higher qualifications. Mention your aspirations towards becoming a Chartered Financial Planner, as this aligns with the company's values.
Showcase Your Experience: Detail your experience in financial advising, particularly focusing on your track record of income generation and any transferable Assets Under Management (AUM). This will demonstrate your capability to contribute to the firm's growth.
Demonstrate Communication Skills: Since exceptional communication and interpersonal skills are crucial for this role, provide examples of how you've successfully engaged with clients in the past. This could include testimonials or specific scenarios where your communication made a difference.
Tailor Your Application: Customize your CV and cover letter to reflect the client-centric approach of the firm. Use language that resonates with their mission and values, showing that you understand their focus on personalized financial advice.
How to prepare for a job interview at OneDome Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or any equivalent qualifications. Discuss your aspirations towards becoming a Chartered Financial Planner, as this shows your commitment to professional growth.
✨Demonstrate Your Knowledge
Be prepared to discuss your comprehensive knowledge of financial products, markets, and regulations. This will help establish your credibility and show that you are well-equipped to provide exceptional financial services.
✨Highlight Your Communication Skills
Since exceptional communication and interpersonal skills are crucial for this role, share examples of how you've successfully communicated complex financial concepts to clients in the past. This will demonstrate your ability to engage with clients effectively.
✨Discuss Your Track Record
Prepare to talk about your demonstrated track record of income generation and any transferable Assets Under Management (AUM). Providing concrete examples of your success will help convince the interviewers of your potential to contribute to their growth.
