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

Desk-Based Advisor

I'm currently representing a leading independent financial planning firm who are...

Location

United Kingdom , Bristol

Salary:

60000.00 - 65000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

June 28, 2026

Requirements

Level 4 qualified Financial Adviser (minimum)
Experienced as a Financial Advisor
A strong communicator with a client-first, tech-forward mindset
Ideally, experience or network in the medical sector
Highly self-driven and comfortable in a hybrid working model
Candidates will need to reside local to Bristol for this opportunity

What we offer

Established portfolio of loyal, high-value clients
28 days of annual leave plus bank holidays
Bonus structure above industry standards
Flexible hybrid working model with regional support
A growth-oriented environment led by a progressive leadership team

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