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- Tasks: Lead client meetings and provide tailored financial advice across various areas.
- Company: High-growth financial services organisation with a supportive culture.
- Benefits: Comprehensive package including pension, life cover, and corporate discounts.
- Why this job: Take ownership of your portfolio and make a real impact in clients' lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
- Other info: Opportunity to mentor junior colleagues in a thriving, people-focused environment.
The predicted salary is between 50000 - 70000 £ per year.
NXTGEN are 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.
This is an excellent opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio and grow their career in a thriving, people-focused business.
Expereinced Financial Advisor in Norwich employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Expereinced Financial Advisor in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial topics through social media or blogs. This not only highlights your knowledge but also attracts potential employers who are looking for someone just like you.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. Confidence is key, so practice your pitch until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Expereinced Financial Advisor in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant financial advice you've provided, especially in areas like investments and pensions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've built long-term relationships with clients and delivered exceptional outcomes in your previous roles.
Showcase Your Mentoring Skills: Since mentoring junior team members is part of the role, don’t forget to mention any experience you have in guiding others. We love seeing candidates who can support and uplift their colleagues!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity right away!
How to prepare for a job interview at Nxtgen Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around 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 of how you've built and maintained long-term relationships with clients. Highlight your approach to client meetings and how you tailor your advice to meet their unique needs.
✨Demonstrate Leadership and Mentoring
Since this role involves mentoring junior team members, think of instances where you've taken the lead or supported others. Share your philosophy on mentorship and how you help others grow in their roles.
✨Understand Compliance Standards
Familiarise yourself with FCA regulations and compliance standards relevant to financial advising. Be prepared to discuss how you ensure your advice meets these standards while still delivering exceptional outcomes for clients.