Financial Planning Expert

4 weeks ago


London, Greater London, United Kingdom OneDome Full time

Unlock your earning potential as a self-employed financial adviser with our rapidly expanding wealth management firm. We offer highly competitive payaway rates and a very attractive exit package for successful financial planners.

As a key member of our team, you will be responsible for providing expert financial advice to our clients, leveraging your knowledge of financial products, markets, and regulations to drive business growth.

Requirements:
  1. Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.
  2. Comprehensive knowledge of financial products, markets, and regulations.
  3. Competent Adviser Status (CAS).
  4. Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.
  5. Transferable Assets Under Management (AUM).
  6. Demonstrated track record of income generation.
  7. Strong analytical and sales skills.
Our Offer:
  1. Highly competitive, performance-reflective commission-based splits.
  2. Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.
  3. Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.
  4. The freedom to work from any location.

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