Financial Adviser

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

Role: Financial Advisor

Location: Whiteley, Hampshire (Office attendance every Tuesday)
Salary: £45,000 basic salary + adviser bonuses, incentives and validation rewards
Working Pattern: Primarily remote/telephone-based, with weekly office collaboration
Company: Appointed Representative Firm of Quilter Financial Planning

Start Your Financial Advice Career with an Established Adviser Team

A growing and successful Quilter Financial Planning firm is looking to recruit an ambitious Financial Adviser at the beginning of their advisory career.

This is an excellent opportunity for a motivated individual who is keen to develop their skills within a supportive environment, working alongside experienced advisers and benefiting from comprehensive training and mentorship.

The business has a proven client acquisition model, dedicated support staff, and a steady flow of leads, allowing you to focus on building relationships and delivering great client outcomes.

The Role

You will play a key role in supporting the firm's continued growth by:

• Taking over and managing clients passed across by senior advisers.
• Building relationships with existing ad hoc clients and identifying opportunities to transition them to ongoing service arrangements.
• Following up and converting qualified leads generated through established referral partnerships.
• Working closely with a network of mortgage and protection advisers who regularly introduce prospective clients.
• Developing business from a strong wills and estate planning referral source.
• Conducting client meetings primarily over the phone, with occasional use of Microsoft Teams.

What You'll Receive

• £45,000 basic salary.
• Additional adviser bonuses and incentive opportunities.
• Validation point rewards.
• Ongoing training and development from an experienced adviser team.
• Full paraplanning and administrative support provided.
• Access to high-quality referred leads and existing client opportunities.
• A clear pathway to develop and grow your advisory career.

About You

We're looking for someone who:

• Level 4 Qualified
• Is passionate about building a career in financial advice.
• Has excellent communication and relationship-building skills.
• Enjoys engaging with clients and helping them achieve their financial goals.
• Is proactive, motivated and keen to develop professionally.
• Wants to be part of a supportive and collaborative team environment.

Why Join?

Unlike many adviser positions, this opportunity allows you to focus on advice and client relationships rather than administration. With dedicated paraplanning support, established lead sources, and hands-on training from the firm's leadership team, you'll be well positioned to accelerate your development and build a successful long-term career.

About OneDome

OneDome is a UK-based housing and fintech technology platform building an AI-powered platform to simplify life’s biggest financial decisions — from buying a first home to building and pro-tecting long-term wealth.

The platform brings together property discovery, mortgage origination, legal and transaction ser‑vices, insurance, and financial planning into a single, end-to-end digital experience. OneDome’s flagship HomeBuyer Service reimagines home ownership as a retail-style product, bundling every‑thing required to purchase a home into one transparent, fixed-price offering. Beyond home pur‑chases the platform support customers  across the full lifecycle of home ownership and personal finance.

OneDome operates at scale, working with a nationwide network of over 500 mortgage brokers and arranging approximately $1.4 billion in mortgage volume per month, positioning the company among the largest housing and mortgage platforms in the UK.

The company is profitable and has been recognised for rapid capital‑efficient growth including being ranked the 4th fastest‑growth a lo…”