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For Companies At a Glance
- Tasks: Help clients manage their finances and convert leads into ongoing clients.
- Company: Rapidly expanding wealth management firm with a focus on client success.
- Benefits: Highly competitive commission, admin support, and freedom to work remotely.
- Why this job: Join a dynamic team and make a real impact in people's financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Access to a large client base and excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
Self Employed Financial Advisors in London employer: OneDome
Contact Detail:
OneDome Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisors in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and potential clients. Attend industry events, join online forums, and don’t be shy about sharing your expertise. The more people know you, the better your chances of landing those clients.
✨Tip Number 2
Showcase your skills! Create a personal brand that highlights your qualifications and experience. Use social media platforms to share insights on financial planning and engage with your audience. This will help you stand out and attract clients who resonate with your approach.
✨Tip Number 3
Leverage our resources! Apply through our website to access a wealth of support and client leads. We’ve got over 2,000 clients waiting for your expertise, so don’t miss out on this opportunity to grow your business with us.
✨Tip Number 4
Follow up like a champ! After meeting potential clients or networking contacts, make sure to follow up with them. A simple email or call can keep you top of mind and show that you’re genuinely interested in helping them with their financial needs.
We think you need these skills to ace Self Employed Financial Advisors in London
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Planning or any equivalent qualifications. We want to see how your skills and aspirations align with our goal of achieving Chartered Financial Planner status.
Demonstrate Your Knowledge: Use your application to showcase your comprehensive knowledge of financial products, markets, and regulations. This is your chance to impress us with your expertise and understanding of the industry!
Communicate Clearly: Exceptional communication skills are key! Make sure your application is clear, concise, and reflects your ability to connect with clients. We’re looking for advisers who can engage effectively with our existing client base.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our team.
How to prepare for a job interview at OneDome
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around products, markets, and regulations. Being well-versed in these areas will not only boost your confidence but also impress the interviewers.
✨Showcase Your Track Record
Prepare to discuss your previous successes in income generation and client management. Have specific examples ready that highlight your analytical and sales skills, as this will demonstrate your capability to convert clients effectively.
✨Communicate Clearly
Exceptional communication is key in this role. Practice articulating your thoughts clearly and concisely. You want to show that you can explain complex financial concepts in a way that clients can easily understand.
✨Be Ready to Discuss Independence
Since this role requires working independently, be prepared to talk about how you manage your time and workload. Share examples of how you've successfully worked autonomously in the past, showcasing your self-motivation and organisational skills.