Financial Advisor

1 month ago


Hampshire, United Kingdom OneDome Full time
Job Title: Financial Planner

We are seeking a highly skilled and experienced 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 Responsibilities:
  • Contact clients to book meetings for in-depth reviews of their financial circumstances, current provisions, and future aims.
  • Analyse information and liaise with a Paraplanner/administrator to prepare recommendations best suited to individual clients' requirements.
  • Research approved product providers and provide clients with information on new and existing products and services.
  • Design financial strategies to meet clients' needs.
  • Stay up-to-date with financial products and legislation.
  • Review Financial Reports generated by a supporting Paraplanner.
  • Keep clients informed of new financial products or changes to legislation that may affect their savings and investments.
  • Develop a client bank and maximise 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 for clients to ensure service delivery in line with the agreed fee/retainer/service level.
  • Use internal systems effectively and accurately, and record and update client detail.
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 maximise on leads provided by the business and convert them into advocates.
  • Excellent telephone manner and good written communication skills.
What We Offer:
  • Competitive salary - starting at c£35,000+ (dependent on experience) plus bonus.
  • Hybrid working - typically 1 day in the office and the remainder remote/home working.
  • Income protection and life insurance benefits.
  • Biennial eye test.
  • Salary sacrifice scheme; Cycle2Work and Pension.

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