Hybrid Financial Adviser - Remote + Structured Training & Leads

Onedome; Winchester; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Adviser bonuses

Incentives

Validation rewards

Training & mentorship

Paraplanning support

Lead access

Job summary

OneDome is a UK-based housing and fintech platform recruiting a Financial Adviser in Whiteley, Hampshire. The role is primarily remote/telephone-based with weekly office collaboration, offering a £45,000 basic salary plus adviser bonuses and rewards, and full paraplanning support.

You will take over and manage existing clients, build relationships, convert qualified leads, and collaborate with mortgage and protection advisers, supported by mentorship to grow your advisory career.

Qualifications

• Level 4 Qualified finance professional.
• Passionate about building a career in financial advice.
• Excellent communication and relationship-building skills.
• Enjoys engaging with clients to achieve financial goals.
• Proactive, motivated and keen to develop professionally.
• Wants to be part of a supportive and collaborative team.

Responsibilities

• Taking over and managing clients passed across by senior advisers.
• Building relationships with existing ad hoc clients and transitioning them to ongoing service.
• Following up and converting qualified leads from referral partnerships.
• Working with mortgage and protection advisers who refer clients.
• Developing business from wills and estate planning referrals.
• Conducting client meetings primarily over the phone, with occasional Teams meetings.

Skills

Communication skills

Relationship-building

Client engagement

Motivated

Education

Level 4 Qualified

Job description

OneDome is a UK-based housing and fintech platform recruiting a Financial Adviser in Whiteley, Hampshire. The role is primarily remote/telephone-based with weekly office collaboration, offering a £45,000 basic salary plus adviser bonuses and rewards, and full paraplanning support.

You will take over and manage existing clients, build relationships, convert qualified leads, and collaborate with mortgage and protection advisers, supported by mentorship to grow your advisory career.