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 supportive and collaborative culture that prioritises employee growth and development. With a comprehensive benefits package including pension, life cover, and corporate discounts, employees are empowered to take ownership of their portfolios while making a meaningful impact on clients' financial futures. This is an ideal opportunity for professionals seeking to thrive in a high-growth financial services organisation that values both individual contributions and team success.
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 industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to someone looking for a Senior Financial Consultant.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current market trends and financial regulations. Show that you’re not just a numbers person, but also someone who understands the bigger picture and can provide strategic advice to clients.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application and get back to you quicker!
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 easiest 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 any successful outcomes from your client meetings and how you tailored 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 approach to guiding less experienced colleagues and how it contributed to team success.
✨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 client outcomes.
