Financial Adviser – Early Career Opportunity
OneDome · Whiteley
Job description
About the role
OneDome is recruiting an ambitious early‑career Financial Adviser to join its appointed representative firm of Quilter Financial Planning in Whiteley, Hampshire. The position is primarily remote with a weekly office day, offering a supportive environment, mentorship and a proven client acquisition model.
Key responsibilities
- Take over and manage clients passed from senior advisers.
- Build relationships with existing ad‑hoc clients and transition them to ongoing service arrangements.
- Follow up and convert qualified leads generated through referral partnerships.
- Collaborate with mortgage and protection advisers who introduce prospective clients.
- Develop business from wills and estate‑planning referral sources.
- Conduct client meetings mainly over the phone, with occasional Microsoft Teams sessions.
Required profile
- Passionate about building a career in financial advice.
- Excellent communication and relationship‑building skills.
- Proactive, motivated and keen to develop professionally.
- Desires to work in a supportive, collaborative team environment.
What we offer
- £45,000 basic salary (plus adviser bonuses, incentives and validation rewards).
- Ongoing training and development from an experienced adviser team.
- Full paraplanning and administrative support.
- Access to high‑quality referred leads and existing client opportunities.
- A clear pathway to develop and grow your advisory career.
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OneDome
Whiteley