Entry-Level Financial Adviser — Remote with Mentorship

OneDome; Whiteley; Hybrid; GBP 41,000 - 50,000; Full time

Job summary

OneDome is a UK-based housing and fintech technology platform. The Financial Advisor will join an established adviser team in Whiteley, Hampshire, with office attendance every Tuesday and primarily remote/telephone-based work.

You will receive £45,000 basic salary plus adviser bonuses and rewards, with full paraplanning support and leads provided to build client relationships and grow the advisory career. Ongoing training and mentorship are offered.

Qualifications

• Level 4 Qualified.
• Excellent communication and relationship-building skills.
• Interested in building a career in financial advice.
• Motivated, proactive, and keen to develop professionally.
• Willing to work in a supportive, collaborative team.

Responsibilities

• Take over and manage clients passed across by senior advisers.
• Build relationships with existing ad hoc clients and transition them to ongoing service.
• Follow up and convert qualified leads from referrals.
• Work with mortgage and protection advisers who introduce clients.
• Develop business from wills and estate planning referrals.
• Conduct client meetings primarily over the phone, occasional Teams meetings.

Skills

Relationship building

Communication skills

Proactive learner

Financial advisory interest

Education

Level 4 Qualified

Tools

Microsoft Teams

Job description

OneDome is a UK-based housing and fintech technology platform. The Financial Advisor will join an established adviser team in Whiteley, Hampshire, with office attendance every Tuesday and primarily remote/telephone-based work.

You will receive £45,000 basic salary plus adviser bonuses and rewards, with full paraplanning support and leads provided to build client relationships and grow the advisory career. Ongoing training and mentorship are offered.