Regulated Financial Services Advisor Role

4 days ago


Whiteley, Hampshire, United Kingdom OneDome Full time

About Us

At Contractor Wealth, we understand the importance of tailored financial advice for professionals in the contracting and freelance community. Our team provides expert guidance on various areas, including life insurance, investment advice, pensions, and estate planning.

The Role:

We are looking for an experienced Financial Consultant to join our team. In this role, you will be responsible for contacting clients to book meetings, designing financial strategies, staying up-to-date with financial products and legislation, reviewing financial reports, communicating new developments to clients, and building and maintaining client relationships.

Requirements:

  • A comprehensive knowledge of pension and investment products.
  • An excellent working knowledge of pensions and pension transfers.
  • A good working knowledge of CGT and income tax calculations.
  • The ability to work in a compliant manner within a regulatory framework.
  • Excellent telephone manner and good written communication skills.

What You Can Expect:

  • A competitive salary starting at around £35,000+ per annum, depending on experience, plus bonus opportunities.
  • A hybrid working arrangement, with a mix of office and remote work.
  • Income protection and life insurance benefits.
  • A salary sacrifice scheme, including Cycle2Work and pension options.


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    Role OverviewWe are seeking an experienced and knowledgeable Financial Planner to join our team at OneDome. As a key member of our wealth planning practice, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key ResponsibilitiesContact clients to discuss their financial circumstances...


  • Whiteley, Hampshire, United Kingdom mbf Full time

    A leading financial planning firm is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners. The role involves delivering comprehensive assistance, allowing advisors to focus on client-facing activities.The ideal candidate will hold a Diploma in Regulated Financial Planning (CII Level 4) as a...


  • Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Assistant Finance Manager, FarehamSalary: £55k - £65kWe are delighted to be supporting a high-growth professional services based business in Whiteley with the recruitment of a qualified Assistant Manager / Team Leader to join their rapidly expanding UK team as Assistant Finance Manager.Key Responsibilities:Manage the timely and accurate production of...


  • Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time

    About the OpportunityAn exciting chance to excel as a Relationship Manager at Heat Recruitment Ltd, where you will be part of a reputable IFA firm near Fareham.The company specializes in savings, investments, and retirement planning solutions.Key BenefitsA competitive salary of £32,000 per annumGenerous holiday allowance with 28 days off plus bank...


  • Whiteley, Hampshire, United Kingdom CMA Recruitment Group Full time

    Job Title: Lead Finance Manager - Global Financial ServicesCMA Recruitment Group is delighted to partner with a leading wealth management company to recruit a highly skilled Financial Accounting Manager.This global organisation boasts an excellent reputation for excellence, fostering innovative growth and opportunities for top talent within a dynamic team...


  • Whiteley, Hampshire, United Kingdom Saltus Partners LLP Full time

    Finance Associate Role at Saltus Partners LLPWe are seeking a highly organized and proactive Finance Associate to join our growing team in Whiteley. This role will play a key part in supporting the finance team with day-to-day accounting tasks, including data entry, invoice processing, reconciliation, and administrative duties.Key Responsibilities:Assist in...


  • Whiteley, Hampshire, United Kingdom Employer name Menzies · 16 other jobs Full time

    Job DescriptionMenzies LLP offers an exciting career journey in accountancy through our ACA Graduate Apprenticeship programme. We invest in developing the knowledge, skills, and experience needed for a diverse and rewarding career. A fast-tracked career development plan recognizes potential and rewards ambition.What Does Our Audit & Assurance Team Do?We...

  • Financial Consultant

    1 month ago


    Whiteley, Hampshire, United Kingdom OneDome Full time

    As a Financial Consultant at OneDome, you will be part of a dynamic team dedicated to providing tailored financial advice to professionals in the contracting and freelance community. Your expertise will be focused on helping clients achieve their financial goals through a range of services including life insurance, investment advice, pensions, and estate...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    Role OverviewWe are seeking a skilled Financial Planner to join our team at OneDome. As a Financial Planner, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key ResponsibilitiesContact clients to schedule in-depth reviews of their financial circumstances, current provisions, and...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    Job OverviewWe are seeking a skilled and experienced Financial Consultant to join our team at OneDome. As a key member of our wealth planning practice, you will play a crucial role in providing tailored financial advice to professionals in the contracting and freelance community.


  • Whiteley, Hampshire, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is delighted to collaborate with a prominent wealth management organization to identify a Senior Financial Accounting Manager. This exceptional opportunity allows an accomplished accounting professional to join a company focused on growth, operational excellence, and the development of top talent.OverviewThis role offers a unique chance...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    What We OfferA competitive salary of around £35,000+ per annum (dependent on experience) plus bonusHybrid working arrangements, with the opportunity to work remotely 4 days a weekIncome protection and life insurance benefitsA comprehensive range of training and development opportunities


  • Whiteley, Hampshire, United Kingdom Hunter Dunning Full time

    Hunter Dunning is an award-winning housebuilder in Hampshire, renowned for delivering high-quality, affordable homes. We're now expanding our Planning team to drive growth and support our ambitious plans.Join Our TeamWe're seeking an experienced Planning Manager to lead our team in securing planning permissions for various projects. As a key member of our...


  • Whiteley, Hampshire, United Kingdom Crux Careers Full time

    About the Role:The successful candidate will be responsible for providing mortgage advice to clients, ensuring all work is conducted in accordance with the FCA's rules and the firm's procedures.Key Responsibilities:Provide a mortgage advice service to clients, identifying and contacting potential clients, gathering information, and making suitable...


  • Whiteley, Hampshire, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is partnering with a leading wealth management company to recruit a Senior Financial Accounting Manager. This is a fantastic opportunity for an accounting professional to join a company that is committed to growth, operational excellence, and developing top talent.Key Responsibilities:Oversee accounting teams to ensure timely and...


  • Whiteley, Hampshire, United Kingdom Copello Full time

    Copello has partnered with a leading Air Traffic Management company in Whiteley to find a skilled Financial Accountant.The successful candidate will work under the Financial Controller, helping to finalize monthly and annual reports for management and statutory purposes.Key requirements include:A qualified accountant with 1-2 years of experience...


  • Whiteley, Hampshire, United Kingdom Copello Full time

    Copello is partnering with a renowned Air Traffic Management company to fill a Financial Accountant role.Reporting to the Financial Controller, this position will provide support in finalising monthly and annual management and statutory reporting.Key Responsibilities:A recently qualified accountant with 1-2 years PQE.Strong proficiency in Microsoft Excel and...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    **Company Overview**Contractor Wealth is a well-established wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community. As part of the OneDome Group, we offer a unique opportunity to work with a market disruptor enabling home movers to conduct an end-to-end property transaction via a...


  • Whiteley, Hampshire, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is proud to partner with a leading wealth management company to find a Senior Financial Manager who will drive financial excellence and lead a dynamic team.Key Responsibilities:Oversee the timely and accurate production of financial statements, ensuring compliance with UK GAAP and IFRS.Lead and develop a team of accountants, conducting...


  • Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Assistant Finance Manager OpportunityWe are seeking a highly skilled and experienced Assistant Finance Manager to join our client's rapidly expanding UK team.About the RoleThis is an excellent opportunity for a qualified accountant with experience of coaching and leading a team to take their career to the next level. The successful candidate will be...