At a Glance
- 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.
- Other info: Opportunity to mentor junior colleagues and grow within a thriving business.
- 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.
The predicted salary is between 50000 - 60000 £ 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.
Senior Financial Consultant. Job in Biggin Hill LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
NXTGEN offers an exceptional work environment for Senior Financial Consultants in Biggin Hill, characterised by a strong support system and a collaborative culture that prioritises employee growth. With a comprehensive benefits package including pension, life cover, and corporate discounts, employees are empowered to take ownership of their portfolios while mentoring junior team members, making it a rewarding place for those seeking meaningful career advancement.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Consultant. Job in Biggin Hill LilyLifestyle Jobs
✨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 opportunities. You never know who might have a lead or can introduce you to someone at NXTGEN.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments, pensions, and tax planning. Be ready to discuss how you've successfully managed client portfolios in the past and how you can bring that expertise to the table.
✨Tip Number 3
Showcase your mentoring skills! If you’ve supported junior colleagues before, share those experiences during interviews. Highlighting your ability to lead and develop others will set you apart as a candidate who fits well in a collaborative environment.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Senior Financial Consultant. Job in Biggin Hill LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Senior Financial Consultant role. Highlight your achievements in financial advice, client management, and mentoring, as these are key to impressing us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've delivered exceptional client outcomes and built long-term relationships.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma in Regulated Financial Planning and any other relevant qualifications. We want to see how your background aligns with our needs, so make it clear!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 advice. Be prepared to discuss how you ensure your advice meets these standards while still delivering exceptional outcomes for clients.
