Experienced Financial Advisor Job at NXTGEN Recruitment (Norwich)

Experienced Financial Advisor

NXTGEN are representing a well-established, high-growth financial services organ...

Location

United Kingdom , Norwich

Salary:

45000.00 - 55000.00 GBP / Year

NXTGEN Recruitment

Expiration Date

Until further notice

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

Job Responsibility

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

What we offer

Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment

Fulltime

Experienced Financial Advisor

NXTGEN are representing a well-established, high-growth financial services organ...

Location

United Kingdom , Norwich

Salary:

45000.00 - 55000.00 GBP / Year

NXTGEN Recruitment

Expiration Date

Until further notice

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

Job Responsibility

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

What we offer

Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment

Fulltime

Financial Advisor / Financial Planner

We are partnering with a highly respected wealth management group with offices i...

Location

United States , Greenville or Spartanburg

Salary:

250000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Experience in financial planning, financial counseling, or a closely related advisory role
Comfortable using computers, digital platforms, and standard business software in a fast-paced environment
Demonstrated success in inside sales, client outreach, or relationship-based phone support
Ability to deliver detail-oriented assistance to clients through remote communication methods
Strong communication skills with the ability to explain financial information in a clear and client-friendly manner
Organized approach to managing multiple client conversations, follow-ups, and documentation
High level of attention to detail, sound judgment, and commitment to client service

Job Responsibility

Meet with clients to assess financial goals, current financial circumstances, and long-term objectives
Develop customized financial planning strategies aligned with each client’s needs and priorities
Build and maintain strong client relationships through proactive communication, follow-up, and ongoing support
Conduct outreach efforts to generate new business opportunities and expand client relationships
Educate clients on financial planning strategies, investment concepts, and wealth management solutions in a clear and practical manner
Support clients through both in-person and virtual communication channels, including phone and online meetings
Maintain accurate documentation of client interactions, recommendations, and follow-up activities within company systems
Collaborate closely with an experienced internal team to deliver exceptional client service and support continued growth of the practice

What we offer

Medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Financial Aid Advisor

The Financial Aid Advisor supports Lake Superior State University’s mission by s...

Location

United States , Sault Ste Marie

Salary:

41000.00 USD / Year

Lake Superior State University

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited institution
At least one year of experience in a student services environment
Excellent interpersonal communication skills, including the ability to explain complex information clearly and compassionately
Working knowledge of Title IV financial aid programs and compliance requirements
Strong organizational and time-management skills with attention to detail
Proficiency with Microsoft Office Suite and comfort working in student information systems
Demonstrated ability to work independently and as part of a collaborative team

Job Responsibility

Provide individualized advising to prospective and current students and families regarding FAFSA completion, aid eligibility, award components, disbursement timing, Satisfactory Academic Progress, and special circumstances
Serve as a primary contact for assigned student populations, maintaining a caseload focused on timely FAFSA completion, file follow up, and enrollment progression
Explain financial aid offers in a clear, student friendly manner and assist families in understanding cost of attendance, loan borrowing options, and payment planning considerations
Support students experiencing financial barriers by identifying next steps, appropriate documentation, and available institutional or external resources
Escalate complex eligibility issues, professional judgment requests, and appeals to the Senior Director as appropriate
Participate in recruitment, retention, and outreach initiatives including FAFSA completion events, scholarship application events, orientation sessions, admitted student programming, etc.
Collaborate with Admissions, Business Office, and other campus partners to ensure consistent messaging and a seamless student experience
Conduct proactive outreach to students with incomplete files, missing documentation, or enrollment risk indicators
Support melt prevention and persistence strategies through targeted communication and student follow up
Maintain current knowledge of federal, state, and institutional financial aid policies to ensure accurate advising

Fulltime

Experienced Insurance Advisor

Are you a confident communicator with a passion for building relationships and h...

Location

United Kingdom , Taunton, Somerset

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in insurance or financial services
A natural relationship builder with excellent interpersonal and communication skills
Self-motivated, target-driven, and comfortable working independently
Ideally Cert CII qualified or willing to work towards it (support provided)
A genuine interest in helping people protect what matters most to them

Job Responsibility

Engaging with new and existing clients to understand their insurance needs
Providing tailored advice and solutions across a range of personal and commercial insurance products
Building long-term relationships through trust, expertise, and proactive communication
Identifying opportunities to grow the client base through networking, referrals, and outreach
Working closely with a supportive team of professionals in a collaborative environment

What we offer

28 days annual leave plus Bank Holidays
additional day off for your birthday
Group Personal Pension
Bonus Scheme
an array of health and wellbeing benefits
enhanced sick pay and parental leave
support and funding toward study and professional qualification
paid time off for volunteering

Fulltime

New

Principal Implementation Consultant

Get to Know Us: It's fun to work in a company where people truly believe in what...

Location

United States

Salary:

112000.00 - 140000.00 USD / Year

BlackLine

Expiration Date

Until further notice

Requirements

At least 8 years of experience in Consulting Services, Client Services and/or Professional Services environment
Bachelor's degree or equivalent work experience
Previous project management experience in a revenue driven environment (e.g. Time and materials billing)
Demonstrated successful completion of multiple, complex enterprise-level client implementation projects
Proven experience to balance multiple projects at any given time and stay on top of all details
Demonstrated experience communicating and presenting to a diverse set of people across groups and organizational levels
Experience in SaaS industry and/or Software, as well as issues related to installation, configuration, troubleshooting, and support
Experience with large scale ERP systems including SAP and Oracle
Advanced Knowledge/experience in Accounting, Audits, Financial Services, Software Technology, SaaS industry and/or related experience
Excellent communication skills, strong organizational skills and attention to detail

Job Responsibility

Drives and manages all project phases and milestones to completion within budget, scope, schedule, and customer satisfaction
Manages a diverse portfolio and delivers large-scale implementation projects of multiple, concurrent, complex or enterprise-level projects with little supervision
Mentors and advises less experienced ICs/Senior ICs on BlackLine implementation processes and procedures
Provides advisement on industry best practices for use in the configuration of the BlackLine suite of products
Performs additional tasks and responsibilities as assigned
Creates and maintains documentation throughout the implementation to include management of project budget, data requirements, project timelines, issue trackers and risk mitigation plans, etc
Utilizes business acumen, Accounting/Finance Industry knowledge, and product knowledge to serve as a trusted advisor and become an application expert to address client use cases and business challenges
Collaborates with all key stakeholders regarding project progress and next steps in a real time manner
Provides training and guidance to customers throughout the project
Addresses complex client requirements in multiple modules, working with other teams at BlackLine to devise and implement related solutions

Fulltime

New

Government Liaison Advisor – Sovereign AI

The Strategic Advisor is a seasoned subject matter expert, responsible for provi...

Location

India , Gurgaon

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Seasoned understanding required of the specific industry
Ability to find solutions to challenging and often complex problems
Seasoned analytical and problem-solving skills, with the ability to synthesize complex data and make data-driven strategic recommendations
Excellent communication and presentation skills to articulate complex ideas and influence decision-makers
Strategic mindset with the ability to think critically, anticipate future challenges, and develop proactive solutions
Seasoned business acumen and understanding of market dynamics and industry trends
Ability to thrive in a fast-paced environment and adapt to changing priorities
Collaborative, with the capacity to build positive relationships with stakeholders at all levels
Demonstrates a high level of professionalism, integrity, and ethical conduct
Bachelor's degree or equivalent in Business Administration, Economics, Finance, or related field preferred

Job Responsibility

Provides strategic advice to management stakeholders on how the organization can improve its operations to increase profitability
Examines financial reports to identify areas of weakness that may require additional investment
Monitors industry trends to identify opportunities and threats to the business model
Identifies external factors that could affect the success of the business operations
Assesses the strengths and weaknesses of competitors so that strategies can be developed to beat the competition
Analyses market trends to determine which products and / or services will be most profitable for organization to invest in
Works with management stakeholders to create short-term to medium-term strategic plans to achieve business objectives
May recommend changes such as changes to organizational structures or business processes etc. that will increase efficiencies
Performs any other strategic advisory task as requested by management / leadership

Fulltime

New

Lending Advisor - Director

The Lending Advisor Generalist is a strategic professional who closely follows l...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience working in a similar role
Strong and proven analytical, financial structuring and execution skills
Strong marketing and sales skills
Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
Good knowledge of financial markets, investments, banking and loan products
Financial and cash flow modelling
Excellent communication (written and verbal) and interpersonal skills
Ability to work under pressure to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving

Job Responsibility

The candidate is an experienced lending product specialist and credit officer within the Lending Advisory business, with direct client coverage responsibility
The candidate is required to have strong structuring skills, origination/marketing capabilities and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and reviewing/closing documentation for new Facilities to clients
Marketing and sale of the full Product range, including client calling and account planning in partnership with Private Bankers
Understand and anticipate clients' needs, following up with effective products and financial solutions
Maximize revenue generation whilst achieving at least minimum return targets ensuring responsible lending growth
Responsible for appropriate transaction structuring and execution (within product programs) with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
Define, coordinate and oversee the analytical activities of the deal team
Define and negotiate the transaction and credit framework (including covenant definition)
Oversee preparation of credit and capital allocation memos
Oversee the Credit Approval write up, for both new deals and annual reviews

Fulltime

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Experienced Financial Advisor

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