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Self Employed Financial Advisors at OneDome

Role overview

Qualifications

  • Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher
  • Comprehensive knowledge of financial products, markets, and regulations
  • Competent Adviser Status (CAS)
  • Exceptional communication and interpersonal skills

Responsibilities

  • Manage and expand the existing client base
  • Assist in converting non-service clients into ongoing clients
  • Work independently with ease
  • Generate income through effective financial advising

Key facts

Hard skills

Other skills

  • Communication
  • Analytical Skills
  • Sales Acumen
  • Social Skills

About the company

OneDome logo

OneDome

E-commerce & Online Marketplaces

OneDome is an award winning next generation property marketplace (One stop shop housing ecosystem). The platform enables home movers to conduct an end to end property transaction via a single interface. Home movers could search for properties, engage, communicate and transact with an estate agent, conveyancer (lawyer) and mortgage broker via the platform. OneDome platform makes transactions faster and more assured. OneDome's housing ecosystem offers an opportunity to property professionals to win more business and generate more revenue, have better visibility of each stage of the transaction via purpose built technology. OneDome won the Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK.

Company details

Company typeScaleup
IndustryE-commerce & Online Marketplaces
Company size51 - 200

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Job description

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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