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 in London 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 in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their values and needs. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of a Senior Financial Consultant. Confidence is key, so rehearse until it feels natural.
✨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 Consultant. Job in Biggin Hill LilyLifestyle Jobs in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in 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 explain why you’re passionate about financial consulting and how your background aligns with our needs. Don’t forget to mention your mentoring experience!
Showcase Your Client Management Skills:We want to see how you’ve built long-term relationships with clients. Include specific examples of how you’ve provided strategic advice and managed portfolios to demonstrate your expertise.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and get back to you quickly!
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.
