Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help convert existing clients into ongoing financial advisory clients.
- Company: Join a rapidly expanding wealth management firm with over 2,000 clients.
- Benefits: Enjoy competitive commission rates and the freedom to work remotely.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Must have a Level 4 Diploma in Financial Planning or equivalent.
- Other info: Comprehensive support provided, including admin help and insurance coverage.
The predicted salary is between 36000 - 60000 £ per year.
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.
#J-18808-Ljbffr
Self Employed Financial Advisors employer: OneDome
Contact Detail:
OneDome Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisors
✨Tip Number 1
Network with other financial professionals to build relationships and gain referrals. Attend industry events or join online forums where you can connect with potential clients and other advisers who might share valuable insights.
✨Tip Number 2
Showcase your expertise by creating informative content related to financial planning. This could be through blogs, webinars, or social media posts. Demonstrating your knowledge will help establish your credibility and attract clients.
✨Tip Number 3
Leverage the existing client base of the firm by reaching out to those who are not currently receiving services. Develop a personalised approach to re-engage these clients and highlight how your services can benefit them.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. This will not only enhance your knowledge but also allow you to provide informed advice to clients, making you a more attractive option for potential hires.
We think you need these skills to ace Self Employed Financial Advisors
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant qualifications. Emphasise your experience with financial products, markets, and regulations to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your exceptional communication skills and your ability to work independently. Mention your track record of income generation and how you can help convert the existing client base into ongoing clients.
Highlight Transferable Skills: If you have transferable Assets Under Management (AUM), make sure to highlight this in your application. This will demonstrate your capability to manage and grow client portfolios effectively.
Showcase Your Analytical and Sales Skills: Provide examples in your application that illustrate your strong analytical and sales skills. This could include specific achievements or strategies you've implemented in previous roles that led to successful outcomes.
How to prepare for a job interview at OneDome
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or any equivalent qualifications during the interview. 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 not only show your expertise but also reassure the interviewers that you can handle their clients' needs effectively.
✨Highlight Your Communication Skills
Exceptional communication and interpersonal skills are crucial for this role. Use examples from your past experiences to demonstrate how you've successfully communicated with clients and built relationships, especially in a self-employed context.
✨Prepare for Sales Discussions
Since a strong track record of income generation is required, be ready to discuss your previous sales achievements. Share specific examples of how you've converted leads into clients and how you plan to do the same with the existing client base.
