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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 dynamic and growing financial services firm, committed to delivering outstanding wealth management and financial advisory solutions. Our objective is to provide tailored and all-encompassing 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 remarkable potential for expansion and client interaction.

Key Qualifications:


• A Level 4 Diploma in Financial Planning (or equivalent) or higher, with a goal of attaining the esteemed Chartered Financial Planner designation.


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


• Competent Adviser Status (CAS) is required.


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


• Transferable Assets Under Management (AUM) will be considered a significant advantage.


• Proven history of generating income.


• Strong analytical and sales capabilities.

What We Offer:


• Competitive commission-based compensation that reflects performance.


• Access to a large portfolio of clients not currently engaged with our 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 consultant seeking to advance your career and significantly influence clients' financial health, we invite you to explore this opportunity with OneDome, where we strive to provide exceptional financial advice and broaden our impact in the wealth management sector.