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

New

Market Transition Consultant

Wells Fargo is seeking a Change Implementation Consultant to join our Experience...

Location

United States , New York

Salary:

82000.00 - 125000.00 USD / Year

Wells Fargo

Expiration Date

July 12, 2026

Requirements

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Experience providing support to client facing employees
Strong conflict resolution skills
Ability to troubleshoot operational issues
Ability to manage multiple and competing priorities
Ability to work in a time sensitive and often pressured environment
Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
Strong analytical skills with high attention to detail and accuracy

Job Responsibility

Provide assistance at all levels including onsite and remote account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures

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

!

New

Change Implementation Consultant

Wealth & Investment Management, or WIM, is one of the United States' leading pro...

Location

United States , Saint Louis

Salary:

68000.00 - 104000.00 USD / Year

Wells Fargo

Expiration Date

July 14, 2026

Requirements

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures

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

New

Private Bank and Wealth Management Summer Internship Programme

Join us as a summer intern and discover the world of finance and technology. Div...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Undergraduate degree with anticipated completion between December 2027 - June 2028
GPA of 3.2 or above
Keen interest in business and finance
Curiosity to learn
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit

Job Responsibility

Perform financial analysis of potential clients
Prepare presentations and memoranda for existing and new clients
Support credit and onboarding due diligence
Attend client meetings with experienced bankers
Network and build relationships across a global organisation
Execution of small research projects
Research to support strategic decision making
Preparation of presentations and reports to communicate research findings
Collaboration with senior management to implement research findings for private bank and wealth management
Working closely with high-net-worth clients and their advisors

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

New

Supervisory Control Specialist

Wells Fargo is seeking a Supervisory Control Specialist to join our Client Relat...

Location

United States , San Jose

Salary:

92000.00 - 145000.00 USD / Year

Wells Fargo

Expiration Date

July 09, 2026

Requirements

2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9/10, and 66 examinations

Job Responsibility

Participate and consult regarding policies and procedures, controls, tools and training
Identify opportunities for additional synergies and to maximize efficiencies within the private client group
Review and analyze controls to manage high risk investment strategies and complex products
Evaluate resources to monitor risk and exercise independent judgment to guide process changes, process improvements, and technology enhancements
Present recommendations for resolving complex analysis in search of current and best practices
Gather and analyze data, identify trends and present analysis through meaningful statistics
Develop expertise in firm, compliance and regulatory policies and procedures
Collaborate and consult with Financial Advisors, Regional and more experienced Management, Private Client Group, Branch Managers, Operation Managers, Supervision Managers, and varying Business Units

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

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Experienced Financial Advisor

Job Description

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Requirements

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