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 standardsRequirements

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.

Salary DOE