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Independent Financial Consultant

2 months ago

City of Kingston, Australia OneDome Full time

Career Opportunity: Independent Financial Consultant

We are a dynamic and growing financial advisory firm committed to delivering outstanding wealth management services. Our objective is to provide tailored and thorough financial guidance, helping our clients realize their financial aspirations. We take pride in our client-focused methodology, and with a significant number of clients currently not receiving ongoing support, we recognize a substantial opportunity for expansion and client interaction.

Qualifications:


• A Level 4 Diploma in Financial Planning (or equivalent) or higher, with ambitions to attain the esteemed Chartered Financial Planner designation.


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


• Competent Adviser Status (CAS) is essential.


• Excellent communication and interpersonal abilities, along with the capacity to operate independently.


• Transferable Assets Under Management (AUM) is a significant advantage.


• Proven history of generating income.


• Strong analytical capabilities and sales acumen.

What We Provide:


• Highly competitive commission-based compensation that reflects performance.


• Access to a large portfolio of clients not currently engaged with services, presenting a remarkable 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.

We welcome dedicated financial advisors who are eager to advance their careers and significantly influence clients' financial health.


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