Senior Financial Adviser

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.

 

This is a fantastic opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio, make a tangible impact, and grow their career within a thriving, people-focused business.

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