Financial Adviser (Early Career Opportunity)

Posted Yesterday
Be an Early Applicant
Whiteley, Winchester District, Hampshire, England, GBR
In-Office
45K-45K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Provide financial advice and manage clients transferred from senior advisers. Build relationships with existing and prospective clients, convert qualified referrals, develop business through mortgage, protection, wills, and estate-planning networks, and conduct mainly telephone-based client meetings. The role includes comprehensive training, mentorship, paraplanning support, and opportunities to develop an advisory career.
Summary Generated by Built In

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:

  • 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 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, re-placing fragmented, manual processes with a modern, data-driven, AI-enabled consumer experience.

Skills Required

  • Passion for building a career in financial advice
  • Excellent communication and relationship-building skills
  • Ability to engage with clients and help them achieve their financial goals
  • Proactive, motivated, and keen to develop professionally
  • Willingness to work collaboratively within a supportive team environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
32 Employees
Year Founded: 2016

What We Do

OneDome is an award winning next generation property marketplace (One stop shop housing ecosystem). The platform enables home movers to conduct an end to end property transaction via a single interface. Home movers could search for properties, engage, communicate and transact with an estate agent, conveyancer (lawyer) and mortgage broker via the platform. OneDome platform makes transactions faster and more assured. OneDome's housing ecosystem offers an opportunity to property professionals to win more business and generate more revenue, have better visibility of each stage of the transaction via purpose built technology. OneDome won the Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK

Similar Jobs

Wise Logo Wise

Software Engineer

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
London, England, GBR
9000 Employees
68K-88K Annually

Expedia Group Logo Expedia Group

Senior Manager, Growth Marketing - Connectivity

AdTech • eCommerce • Information Technology • Software • Travel • Generative AI
Hybrid
London, Greater London, England, GBR
16000 Employees

Wise Logo Wise

Senior Database Engineer

Fintech • Mobile • Payments • Software • Financial Services
Hybrid
London, England, GBR
9000 Employees
88K-111K Annually

Immersive Logo Immersive

Data Analyst

Enterprise Web • HR Tech • Information Technology • Software • Cybersecurity
Remote or Hybrid
United Kingdom
330 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account