Trainee Mortgage Adviser (Must be Cemap qualified)
Advise clients on second charge mortgages, manage high-quality leads, and deliver ethical, FCA-compliant service while developing expertise through structured training and team support.
Role: Financial Advisor (Level 4 Qualified)
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
Company: Appointed Representative Firm of Quilter Financial Planning
Start Your Financial Advice Career with an Established Adviser Team
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
You will play a key role in supporting the firm's continued growth by:
What You'll Receive
About You
We're looking for someone who:
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.
About OneDome
OneDome is a UK-based housing and fintech technology platform building an AI-powered platform to simplify life’s biggest financial decisions — from buying a first home to building and protecting long-term wealth.
The platform brings together property discovery, mortgage origination, legal and transaction ser-vices, insurance, and financial planning into a single, end-to-end digital experience. OneDome’s flagship HomeBuyer Service reimagines home ownership as a retail-style product, bundling every-thing required to purchase a home into one transparent, fixed-price offering. Beyond home pur-chases, the platform supports customers across the full lifecycle of home ownership and personal finance.
OneDome operates at scale, working with a nationwide network of over 500 mortgage brokers and arranging approximately$1.4 billion in mortgage volume per month, positioning the company among the largest housing and mortgage platforms in the UK.
The company is profitable and has been recognised for rapid, capital-efficient growth, including being ranked the 4th fastest-growing fintech and17th fastest-growing technology company by the Deloitte Fast 50 in 2025, and the 6th fastest-growing tech company by the Sunday Times Tech 100 in 2026.
Backed by Channel 4 Ventures and family offices across the UK, Saudi Arabia, the United States, and Australia, OneDome is building the next generation housing and fintech super-platform, re-placing fragmented, manual processes with a modern, data-driven, AI-enabled consumer experience.
Advise clients on second charge mortgages, manage high-quality leads, and deliver ethical, FCA-compliant service while developing expertise through structured training and team support.
Support the Finance Unit in monitoring financial health and managing processes across accounting operations, compliance, treasury, credit, tax, and reporting to help improve long-term profitability.
As a Risk Operations Analyst, you will evaluate creditworthiness and assess the risk profile of SMEs applying for loans, while learning industry best practices in credit analysis.
Support private funds advisory assignments by researching sponsors, industries, companies, and potential investors; preparing accurate marketing materials; and participating in client and new-business meetings.
Support Capital Advisory transactions through financial analysis, complex modeling, valuation, marketing materials, investor identification, and due diligence while gaining exposure to private capital markets and leveraged finance.