At a Glance
- Tasks: Manage client relationships and provide financial advice with dedicated support.
- Company: Join a leading fintech firm transforming financial decisions with AI technology.
- Benefits: £45,000 salary plus bonuses, ongoing training, and remote work flexibility.
- Other info: Accelerate your career with hands-on mentorship and established lead sources.
- Why this job: Kickstart your financial advisory career in a supportive, collaborative environment.
- Qualifications: Level 4 Qualified with strong communication and relationship-building skills.
The predicted salary is between 42750 - 52250 £ per year.
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
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
- 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
- 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.
Financial Adviser (Level 4 Qualified) employer: OneDome
OneDome is an excellent employer for aspiring marketing professionals, offering a dynamic and fast-paced work environment in the heart of London. With a strong focus on employee growth, you will have the opportunity to collaborate with diverse teams across the UK and South Africa, gaining hands-on experience in events, campaigns, and content creation. Our supportive culture encourages innovation and learning, making it a rewarding place to kickstart your career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (Level 4 Qualified)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like OneDome. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser (Level 4 Qualified)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to OneDome.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on OneDome's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at OneDome
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with OneDome.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at OneDome will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former OneDome employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
