At a Glance
- Tasks: Lead client meetings and provide tailored financial advice across various areas.
- Company: High-growth financial services organisation with a strong support team.
- Benefits: Comprehensive package including pension, life cover, and corporate discounts.
- Other info: Supportive, collaborative work environment with opportunities for professional growth.
- Why this job: Make an immediate impact while mentoring junior colleagues and managing your own cases.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
The predicted salary is between 60000 - 80000 £ per year.
NXTGEN is representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. This is a fantastic opportunity for a proven professional to take ownership of a portfolio, provide strategic advice, and build long-term relationships with high-net-worth and corporate clients. You will deliver advice across investments, pensions, protection, tax planning, and estate strategies, while also supporting and mentoring junior team members. Backed by a strong support team, you'll have the autonomy to manage your own cases and focus on delivering exceptional client outcomes.
Key Responsibilities
- Lead client meetings and provide tailored, strategic financial advice
- Develop and implement financial plans across investments, pensions, protection, and estate planning
- Manage client portfolios and retirement strategies
- Maintain long-term relationships through ongoing reviews and guidance
- Ensure all advice meets FCA and compliance standards
Requirements
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Proven experience delivering financial advice across multiple areas
- Strong analytical, client management, and advisory skills
- Proactive, commercially aware, and able to mentor junior colleagues
Benefits
Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment. Salary DOE
Senior Financial Adviser — Strategic Wealth & Portfolio Lead in Biggin Hill employer: Nxtgen Recruitment
NXTGEN is an exceptional employer that prioritises employee growth and development within a supportive and collaborative work environment. As a Senior Financial Adviser, you will enjoy a comprehensive benefits package, including pension and life cover, while having the autonomy to manage your own portfolio and mentor junior team members, making a meaningful impact on both clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Adviser — Strategic Wealth & Portfolio Lead in Biggin Hill
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to financial advising. We recommend role-playing with a friend or using online resources to sharpen your responses and boost your confidence.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed portfolios and provided strategic advice in the past. This will help you stand out as a candidate who can deliver exceptional client outcomes.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Financial Adviser — Strategic Wealth & Portfolio Lead in Biggin Hill
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your achievements in financial advising, especially in areas like investments and pensions, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your experience aligns with our needs. Don’t forget to mention your mentoring skills!
Showcase Your Client Management Skills:We want to see how you’ve built long-term relationships with clients. Include examples of how you’ve provided tailored advice and managed portfolios effectively, as this is key for the role.
Apply Through Our Website:To make sure your application gets to us quickly, apply directly through our website. It’s the best way to ensure we see your application and can get back to you promptly!
How to prepare for a job interview at Nxtgen Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially in investments, pensions, and tax planning. Be ready to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to build and maintain long-term relationships with high-net-worth clients. Think about times when you went above and beyond to meet a client's needs or resolve an issue.
✨Demonstrate Leadership and Mentoring
Since this role involves mentoring junior team members, be ready to share your experiences in guiding others. Discuss how you've supported colleagues in their development and how you approach leadership within a team.
✨Understand Compliance Standards
Familiarise yourself with FCA regulations and compliance standards relevant to financial advice. Be prepared to discuss how you ensure your advice meets these standards and how you stay updated on any changes in regulations.
