Financial Consultant

2 months ago

Whiteley, Hampshire, United Kingdom OneDome Full time
About OneDome

OneDome is a leading provider of wealth planning services, dedicated to delivering tailored financial advice to professionals in the contracting and freelance community.

Job Summary

We are seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Contact clients to schedule in-depth reviews of their financial circumstances, current provisions, and future aims.
  • Analyze information and collaborate with a Paraplanner/ administrator to prepare recommendations tailored to individual clients' needs.
  • Research approved product providers and provide clients with information on new and existing products and services.
  • Design financial strategies to help clients achieve their goals.
  • Stay up-to-date with financial products and legislation.
  • Review financial reports generated by a supporting Paraplanner.
  • Keep clients informed about new financial products or changes to legislation that may impact their savings and investments.
  • Develop a client bank and maximize opportunities to build profitable relationships.
  • Ensure technical knowledge is maintained and CPD records are filed in accordance with compliance rules and procedures.
  • Follow a pre-defined review process to ensure service delivery meets agreed fee/retainer/service level.
  • Utilize internal systems effectively and accurately, and ensure client details are recorded and kept up-to-date.
Requirements
  • Diploma Level 4 qualification or equivalent.
  • Comprehensive knowledge of Pension and Investment products.
  • Excellent working knowledge of Pensions and Pension Transfers.
  • Good working knowledge of CGT and Income Tax calculations.
  • Ability to work in a compliant manner within the regulatory framework.
  • Strong track record of achieving targets and a desire to meet future targets.
  • Ability to maximize on leads provided by the business by converting large numbers into advocates to produce organic leads from existing clients.
  • Excellent telephone manner and good written communication skills.
What We Offer
  • Competitive salary – Starting at £35,000+ (dependent on experience) plus bonus.
  • Hybrid working – the role will typically involve working in the office 1 day a week with ad hoc visits as required. The remainder of the week will be remote/home working.
  • Income protection and life insurance benefits.
  • Biennial eye test.
  • Salary sacrifice scheme; Cycle2Work and Pension.

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