Join us. Be you.
<p>Do your life's best work here now. With the whole world watching.</p>
An example description
Acme is an Employer Branding and an ATS SaaS platform used by over 6000 companies, 180,000 users in 90 countries around the world 🌏.
Working at Acme means working at a young, international, and fast-paced tech company that offers an ideal workplace for those who want to have a real impact on the growth of an organisation, whilst having lots of fun 🥳
✨ the opportunity to sell the market's leading employer branding and recruitment platform
💰 a fixed salary and a generous commission model with no caps that reward people who are motivated and perform well. Estimated OTE of £100,000 and hopefully more!
🌴 33 days paid holidays including bank holidays
🛥 The chance to attend our yearly 3-day company trip to a secret summer destination all covered by us!
🍾 frequent team events, celebrations, weekly incentives and Pizza Friday
Benefits of the role
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Earning Potential & Regulation Covered
Estimated £39,000 in year 2 and over £135,000 from year 5, with unlimited earning potential. All regulatory and professional indemnity requirements are taken care of, so you can focus on growing your financial planning practice.
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Training, Mentoring & Qualification
Become a regulated professional with a nationally recognised qualification, supported by structured training and ongoing mentoring to help you achieve competent adviser status.
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Flexibility & Community
Fully remote model offering the freedom to work when and where you want, while being part of a supportive network of financial planners collaborating and rising up together.
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Purpose & Personal Fulfilment
Enjoy professional recognition in a rewarding career that empowers others, creates a ripple effect of financial confidence, and helps close the gender wealth gap.
The Ideal candidate will be...
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Financially Engaged & Curious
Has a strong interest in personal finance, both for themselves and others, and is curious about how the financial economy works.
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A People-Oriented Collaborator
Energised by interactions with others, enjoys building long-term relationships, and thrives in a supportive, collaborative team where resources and knowledge are shared.
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A Driven & Organised Go Getter
Ready for a challenge, capable of studying for and passing degree-level qualifications, while staying organised, self-disciplined, and productive.
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A Gifted & Clear Communicator
Able to articulate information in an easily understood manner and communicate effectively to support and educate others.
What will my first two years look like?
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Diploma studies
Passing the technical qualifications required for the role. This consists of 6 exams which make up the Diploma in Regulated Financial Planning.
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Building your own business
Building and expanding your business and your client bank, including Marketing & PR activity. Full training & support is provided for this.
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Social media marketing
Managing your social media, reaching out to groups & communities to generate your own leads.
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Client meetings
Learn how to take your clients through our 5 meeting financial planning process. First by observing, then by assisting, then running your very own client meetings. Coaching them to make better financial decisions.
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Compliance processes
Learn how to embed the necessary processes so that your practice meets the regulated requirements. Assist the adviser in providing regulated advice and produce compliant suitability reports.
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Shadowing
Assist the financial adviser to learn how to review clients existing plans, and how to provide feedback.
Predicted earnings
All whilst earning a salary of up to £38,000 by the end of your second year. After this the earning potential is unlimited dependant on what you put in, but is expected to exceed £100,000 by your 5th year.
end of year 1
£8,500
18 clients
end of year 2
£38,000
66 clients
end of year 3
£86,500
102 clients
end of year 4
£112,500
138 clients
end of year 5
£138,500
174 clients
Start up costs - what will I need to get started?
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Equipment
You will need a laptop with a working camera & microphone, as well as a printer, and a scanner. You will also need a working internet connection, but that goes without saying!
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Back office systems
There will be some ongoing costs and licenses that you will need to pay for, such as cashflow modelling systems and some back office stuff. You should allow around £150 a month for these.
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Exams
You will also need to pay for the exams that make up the Diploma in Regulated Financial Planning, as well as the study guides to accompany these. This will be an investment of around £1,200 spread across the 2 years.
