At a Glance
- Tasks: Provide holistic financial planning advice to clients and tackle complex financial challenges.
- Company: Join Nelsons Wealth Management, a leading firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, hybrid working, healthcare cash plan, and more.
- Other info: Collaborative environment with excellent career progression opportunities.
- Why this job: Make a real impact by delivering independent, client-first financial advice.
- Qualifications: Experience in regulated financial advice and strong technical skills required.
The predicted salary is between 37800 - 46200 £ per year.
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Why Nelsons Wealth Management?
At Nelsons, we look to empower our employees and provide them with a positive and supportive culture where they feel confident in taking control of their development and career with guidance, training, care and good quality work enabling them to expand their expertise and grow professionally.
Not all financial adviser roles are the same. At Nelsons Wealth Management, advisers are free to focus on what they do best: delivering high-quality financial planning. We are now seeking an experienced Financial Advisor to join our Nottingham office.
We are part of one of the East Midlands' leading professional services firms, with strong links to legal specialists across private client, trusts, probate, family and corporate services. That creates opportunities to work on more complex and rewarding cases than many traditional advice firms can offer.
In 2023, Nelsons became part of Lawfront, a national group of leading regional law firms dedicated to delivering comprehensive legal support to individuals and businesses nationwide. Committed to strategic growth, Lawfront is aiming to build a group in the top 10 of UK regional law firms. As part of this group, you will be able to benefit from working locally for a well-respected leading law firm whilst accessing the scale, investment resources, expertise and professional development opportunities of a national organisation.
The successful candidate can expect a competitive package and benefits that you would expect from a leading regional law firm which is part of a group of national scale. We are growing and looking for an experienced Financial Adviser to join our team.
What Makes Us Different?
- Fully salaried role with a clear route to senior leadership and partnership
- Independent advice with no pressure to recommend in-house products or investment solutions
- Strong flow of referrals and opportunities from across the wider firm
- Opportunity to bring existing clients if desired, without pressure to transfer assets or change existing arrangements
- Interesting, technically challenging work including inheritance tax planning, trusts, estate planning and holistic financial planning
- Dedicated paraplanning, administration and compliance support
- Fee-based advice model focused on client outcomes rather than product sales
- Market-leading technology, cashflow modelling and AI-powered advice tools
- Collaborative culture with advisers, solicitors and professional support teams working together
- Established reputation and long-term financial security within a growing business
The Role
You'll provide holistic financial planning advice to individuals, families, trustees and business owners, helping them make informed decisions about their financial future. Working closely with colleagues across Nelsons, you'll develop professional relationships, support the growth of the Wealth Management team and contribute to delivering an outstanding client experience. This is a role for an adviser who enjoys building trusted relationships, tackling complex planning challenges and being part of a team.
About You
We're looking for someone who:
- Has experience delivering regulated financial advice
- Is technically strong and genuinely enjoys financial planning
- Builds trust and credibility with clients and professional connections
- Values a collaborative approach and working as part of a wider team
- Shares our commitment to delivering independent, client-first advice
Benefits
In addition to a competitive salary, we offer:
- 25 days holiday plus bank holidays
- Holiday purchase scheme
- Pension
- Healthcare cash plan
- Income protection
- Car scheme
- Hybrid working
- Employee benefits platform
- Discounts on selected legal services
Build Your Future at Nelsons
This is an opportunity to join a growing, ambitious and client-focused business where advisers are supported by an established infrastructure, strong professional relationships and a culture built around delivering great advice. If you're looking for a role that combines technical planning, professional collaboration, long-term career progression and the freedom to put clients first, we'd love to hear from you.
Financial Advisor in Nottingham employer: Lawfront
Lawfront is an exceptional employer that champions innovation and collaboration in the legal tech sector. Located in the vibrant Leigh Woods, employees benefit from a dynamic work culture that encourages professional growth and development, alongside a commitment to meaningful projects that transform legal services. With a focus on teamwork and open communication, this role offers a unique opportunity to make a significant impact while enjoying a supportive and engaging workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Nottingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lawfront. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Nottingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lawfront.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lawfront's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lawfront
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lawfront.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lawfront will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lawfront employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
