Financial Planning Specialist

1 week ago


Whiteley, Hampshire, United Kingdom OneDome Full time
Role Overview

We are seeking a skilled Financial Planning Specialist to join our team at OneDome. As a key member of our wealth management practice, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.

Key Responsibilities
  • Contact clients to discuss their financial circumstances and provide recommendations for their financial planning needs.
  • Work with a Paraplanner to analyze client information and develop personalized financial strategies.
  • Research and stay up-to-date on financial products and legislation to ensure clients receive the best advice.
  • Develop and maintain strong relationships with clients to ensure their financial goals are met.
Requirements
  • Diploma Level 4 qualification or equivalent in a relevant field.
  • Comprehensive knowledge of Pension and Investment products.
  • Excellent communication and interpersonal skills.
  • Ability to work in a compliant manner within regulatory frameworks.
What We Offer
  • Competitive salary and bonus structure.
  • Hybrid working arrangement with a mix of office and remote work.
  • Income protection and life insurance benefits.
  • Opportunities for professional development and growth.


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