Experienced Financial Advisor Job at NXTGEN Recruitment (Norwich)

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

Trainee Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...

Location

United Kingdom , Taunton

Salary:

42000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proven track record in a professional or customer-facing role
Outstanding communication skills - both written and verbal
A strong educational background
A passion for personal growth and a hunger for success

Job Responsibility

Engage in a comprehensive training programme with mentorship from experienced advisors
Study for and achieve industry-recognised qualifications
Support lead generation by connecting with potential clients and understanding their needs
Build strong relationships with clients and colleagues alike

What we offer

Structured Training Programme with full qualification support
Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
Free Fruit Baskets, widescreen TV, and comfy breakout areas
Generous Holiday Allowance
Access to Bupa Healthcare Plan
Uncapped Earning Potential once qualified

Fulltime

New

Associate Bank Financial Advisor

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and In...

Location

United States , Burien

Salary:

60000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

March 24, 2026

Requirements

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Job Responsibility

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service
Provide financial information, investment profiles, and client financial needs to more experienced financial advisors
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Chartered Financial Planner

A highly regarded Financial Planning / Accountancy practice in London are lookin...

Location

United Kingdom , London

Salary:

75000.00 - 120000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

June 12, 2026

Requirements

An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role
Someone who can demonstrate skills in new business development and client generation. This is key
Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.

Job Responsibility

Dealing with a core high net worth client portfolio
Developing new business and client generation
Developing a professional connection network for referrals.

What we offer

Benefits
Bonus
Full paraplanning, administration and compliance support
Ambitious growth plans that will present various career development opportunities
Clients to inherit and a captive internal referral process from the Accountancy practice.

Fulltime

New

Senior Business Growth Strategy Consultant - Advisor Development

Wells Fargo is seeking a Senior Business Growth Strategy Consultant - Advisor De...

Location

United States , Saint Louis; Charlotte; Minneapolis

Salary:

87000.00 - 154000.00 USD / Year

Wells Fargo

Expiration Date

March 30, 2026

Requirements

4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Series 7 license

Job Responsibility

Provide coaching support within the CADP program supporting all PCG, Premier and Hub advisors
Lead and facilitate CADP breakout sessions and capstones
Lead and facilitate Premier Advisor coaching sessions (small group and 1:1)
Partner closely with the other coaches on the CADP team and the Consumer Bank Affluent Segment team to train and develop Premier Advisors on the branch roles, responsibilities, and routines
Coach and train advisors as a subject matter expert in practice management, products, services, and planning
Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
Development strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, financial advisors, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
Lead Business Growth Strategy development projects

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Portfolio Manager

Our Portfolio Managers and Associates are responsible for assisting with managem...

Location

Cayman Islands , Grand Cayman

Salary:

Not provided

LOM Financial Group - Wealth Management

Expiration Date

Until further notice

Requirements

Must have at least five years of portfolio, asset or fund management experience
CFA level 3+ qualified
Experience within wealth management structuring, performance measurement, financial planning, long-term relationship management and dealing with an international clientele
Knowledge of all investment products in all asset classes

Job Responsibility

Management of internal portfolios with a focus on fixed income, investment grade and some non-investment grade credit, sovereign bonds (both nominal and index-linked), agency and covered bonds, their analysis, trade implementation and adherence to investment guidelines
Assist local financial advisors with developing new business
Attend meetings with Financial Advisors, present information to prospective clients, attend regular investment policy committee (IPC) meetings and otherwise support our team in providing our services
Assist in the construction of investment mandates and help to ensure we operate within the constraints of the underlying account documents across multiple client accounts
Help develop strategies in the areas of thematic positioning, sector weightings, regional exposures, bond duration targeting, and tactical credit exposures designed to achieve specific investment goals
Quantitative and qualitative analysis of macroeconomic environment with the aim of generating a top-down view of markets to combine with bottom-up analysis of individual financial entities
Implement trades and generate orders as required by the business across various asset classes, not solely limited to fixed income, including derivatives, futures, and FX
As required, write and edit external economic and investment newsletters and other materials distributed through the company web-site, marketing programs and directly to clients
Help manage individual discretionary accounts alongside other members of the LOMAM team
Prepare presentations and present to internal and external stakeholders in relation to market outlooks, product overviews or investment reports

Fulltime

Advisor Development Coach

Under limited supervision, uses specialized knowledge and skills obtained throug...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) and a minimum of three (3) years of industry experience in performance management
OR an equivalent combination of experience, education, and/or training as approved by Human Resources
Knowledge of working structure, policies, mission and strategies of the organization
Knowledge of operational processes and procedures of assigned functional areas
Knowledge of adult learning theory
Knowledge of concepts, principles and practices of the financial services industry
Knowledge of fundamental concepts, practices, and procedures in education and training
Knowledge of financial markets and products
Skill in using appropriate interpersonal styles and communicating effectively and professionally, both orally and in writing, with all organizational levels
Skill in establishing and communicating clear directions and priorities

Job Responsibility

Delivers, implements, and maintains learning programs and materials specific to the PCG branch office training and accountability needs
Assist with identifying training needs and requirements with management
Analyzes and develops training needs and creates and develops solutions
Help facilitate coaching and training programs to managers and/or large groups of associates
Participates in development programs to increase training support
Balances conflicting resources and priority demands
May coach and mentor new and experienced financial advisors and branch associates
May coach branch managers
May provide feedback to branch managers on trainee progress during training class
Prepares and delivers written and oral presentations to various levels in the firm

Fulltime

Financial Adviser

I am currently recruiting for a Financial Adviser for this very well known firm ...

Location

United Kingdom , Aberdeen

Salary:

63000.00 - 85000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

May 03, 2026

Requirements

Experienced Advisors within the sector
Minimum Level 4 qualifications
Proven track record
Demonstrate necessary desire and commitment to succeed in an autonomous role

Job Responsibility

Provide advice to HNW private clients across a range of individuals including some niche professionals
Work with existing clients and referrals
Deliver advice across the full spectrum of financial planning including Retirement, Investments, Protection and Tax
Work with the company's existing client portfolio and introductions
Generate revenue through other networking

What we offer

Excellent benefits package
Terrific bonus scheme
Brilliant pension

Fulltime

Experienced Financial Advisor

NXTGEN Recruitment

Location:
United Kingdom , Norwich

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 22, 2026

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Job Description:

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Job Posted:
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