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Independent Financial Consultant

2 months ago

City of Kingston, Australia OneDome Full time

Job Opportunity: Independent Financial Consultant

OneDome is a forward-thinking financial advisory firm focused on delivering outstanding wealth management solutions. Our commitment is to provide tailored and thorough financial guidance, empowering our clients to reach their financial aspirations. With a client-first philosophy, we recognize a significant potential for growth, as we currently have a large number of clients who are not receiving ongoing support.

Key Qualifications:


• A Level 4 Diploma in Financial Planning (or equivalent) or higher, with the ambition to achieve Chartered Financial Planner status.


• In-depth understanding of financial instruments, market dynamics, and regulatory frameworks.


• Competent Adviser Status (CAS) is essential.


• Excellent communication and interpersonal abilities, with a proven capacity to operate independently.


• Transferable Assets Under Management (AUM) will be considered a strong asset.


• A successful history of generating income.


• Strong analytical and sales capabilities.

What We Offer:


• Competitive commission-based remuneration that reflects performance.


• Access to a large pool of clients currently not receiving services, presenting a substantial opportunity for business development.


• Comprehensive administrative and paraplanning assistance, including coverage for all Professional Indemnity Insurance (PII) and Financial Conduct Authority (FCA) fees.


• Flexibility to work from any location.

About Us: If you are a committed financial professional eager to advance your career and positively influence clients' financial health, we encourage you to explore this opportunity with OneDome.


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