Financial Adviser (Level 4 Qualified)

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

Benefits offered by this job

Bonuses & incentives

Validation rewards

Training & mentorship

Paraplanning support

Leads provided

Career progression

Job summary

OneDome is recruiting a Financial Adviser at Level 4 Qualified to join their established adviser team in Whiteley, Hampshire. The role focuses on developing client relationships remotely and via telephone, with weekly office collaboration and ongoing mentorship.

You will take over a client base from senior advisers, nurture existing ad hoc clients, and convert qualified leads from referral partnerships while collaborating with mortgage and protection advisers.

Qualifications

• Level 4 Qualified
• Passionate about building a career in financial advice
• Excellent communication and relationship-building skills
• Engaging with clients and helping them achieve their financial goals
• Proactive, motivated and keen to develop professionally
• Wants to be part of a supportive and collaborative team environment

Responsibilities

• 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

Skills

Communication skills

Relationship-building

Client engagement

Education

Level 4 Qualified

Job description

Financial Advisor (Level 4 Qualified)

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 protecting long-term wealth.

The platform brings together property discovery, mortgage origination, legal and transaction services, 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 everything required to purchase a home into one transparent, fixed-price offering. Beyond home purchases, the platform supports 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-growing fintech and 17th fastest-growing technology company by the Deloitte Fast 50 in 2025, and the 6th fastest-growing tech company by the Sunday Times Tech 100 in 2026.

Backed by Channel 4 Ventures and family offices across the UK, Saudi Arabia, the United States, and Australia, OneDome is building the next generation housing and fintech super-platform, replacing fragmented, manual processes with a modern, data-driven, AI-enabled consumer experience.