At a Glance
- Tasks: Conduct client fact-finds and deliver tailored financial advice across investments and pensions.
- Company: NXTGEN partners with a progressive financial services organisation focused on developing future Financial Advisers.
- Benefits: Offers structured training, clear progression pathways, and a people-first culture.
- Other info: This role involves managing client portfolios and ensuring compliance with FCA regulations.
- Why this job: Ideal for those ready to step into an adviser position with comprehensive training support.
- Qualifications: Candidates must hold a Level 4 Diploma and have a background in financial services.
The predicted salary is between 30000 - 40000 £ per year.
NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people-first culture, this is an excellent opportunity to build a long-term career in financial advice.
This role is ideal for individuals within financial services who are ready to step into an adviser position. Whether you're coming from an administration, paraplanning, or support background and are diploma qualified, or already in the early stages of your adviser journey, you'll benefit from comprehensive training and ongoing development to support your growth.
You will work closely with clients to build strong, long-term relationships, delivering tailored financial advice across areas such as investments, pensions, protection, and estate planning, supported by cashflow modelling and strategic planning.
Key Responsibilities- Conduct client fact-finds to understand financial goals, risk, and circumstances
- Deliver tailored advice across investments, pensions, tax planning, and protection
- Manage and review client portfolios, making recommendations where appropriate
- Support clients with retirement planning and income strategies
- Provide protection and estate planning advice
- Maintain strong, ongoing client relationships through regular reviews
- Ensure all advice meets FCA regulations and compliance standards
This is a thriving, high-growth business offering a clear progression pathway, a supportive and collaborative environment, and a strong focus on professional development and wellbeing.
Please note that you must hold your Level 4 Diploma.
Financial Advisor in Holywell Green employer: Nxtgen Recruitment
Join a thriving, high-growth financial services business located in a supportive environment. The company prioritises professional development and wellbeing, offering ongoing training and a clear career progression pathway. You'll work closely with clients to build long-term relationships while receiving tailored support.
