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Financial Advisor Opportunity

2 months ago

City of Kingston, Australia OneDome Full time
Job Opportunity: Self-Employed Financial Advisers

We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric approach, and with over 1500 clients currently not receiving ongoing services, we see a tremendous opportunity for growth and client engagement.

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.

At OneDome, we are committed to providing top-notch financial advice and expanding our reach in the wealth management industry. If you are a dedicated financial adviser looking to grow your career and make a significant impact on clients' financial well-being, we would love to hear from you.