Level 4 Financial Adviser - Remote with Mentorship & Leads

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

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.