NXTGEN are pleased to be working in partnership with a progressive and forward‑thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people‑first culture, this is an excellent opportunity to build a long‑term career in financial advice.
This role is ideal for individuals within financial services who are ready to step into an adviser position. Whether you’re coming from an administration, paraplanning, or support background and are diploma qualified, or already in the early stages of your adviser journey, you’ll benefit from comprehensive training and ongoing development to support your growth.
You will work closely with clients to build strong, long‑term relationships, delivering tailored financial advice across areas such as investments, pensions, protection, and estate planning, supported by cashflow modelling and strategic planning.
Key Responsibilities
* Conduct client fact‑finds to understand financial goals, risk, and circumstances
* Deliver tailored advice across investments, pensions, tax planning, and protection
* Manage and review client portfolios, making recommendations where appropriate
* Support clients with retirement planning and income strategies
* Provide protection and estate planning advice
* Maintain strong, ongoing client relationships through regular reviews
* Ensure all advice meets FCA regulations and compliance standards
This is a thriving, high‑growth business offering a clear progression pathway, a supportive and collaborative environment, and a strong focus on professional development and wellbeing.
Please note that you must hold your Level 4 Diploma.
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