CrawlJobs Logo

Junior Financial Advisor

United Kingdom, Norwich 35000.00 - 45000.00 GBP / Year · Job Posted April 05, 2026
Apply Position
Job Link Share

Job Description

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.

Job Responsibility

  • 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

Requirements

  • Individuals within financial services ready to step into an adviser position
  • Coming from an administration, paraplanning, or support background and are diploma qualified
  • Already in the early stages of your adviser journey

What we offer

  • Structured training
  • Clear progression
  • People-first culture
  • Comprehensive training and ongoing development
  • Supportive and collaborative environment
  • Strong focus on professional development and wellbeing

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Junior Financial Advisor

8 matching positions

Junior Financial Advisor

NXTGEN are pleased to be working in partnership with a progressive and forward-t...
Location
Location
United Kingdom , Norwich
Salary
Salary:
35000.00 - 45000.00 GBP / Year
nxtgenrecruitment.co.uk Logo
NXTGEN Recruitment
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Individuals within financial services ready to step into an adviser position
  • Coming from an administration, paraplanning, or support background and are diploma qualified
  • Already in the early stages of your adviser journey
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • Structured training
  • Clear progression
  • People-first culture
  • Comprehensive training and ongoing development
  • Supportive and collaborative environment
  • Strong focus on professional development and wellbeing
  • Fulltime
Read More
Arrow Right

Junior Financial Advisor

NXTGEN are pleased to be working in partnership with a progressive and forward-t...
Location
Location
United Kingdom , Norwich
Salary
Salary:
35000.00 - 45000.00 GBP / Year
nxtgenrecruitment.co.uk Logo
NXTGEN Recruitment
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience within financial services ready to step into an adviser position
  • Coming from an administration, paraplanning, or support background and are diploma qualified
  • Or already in the early stages of your adviser journey
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • Structured training
  • Clear progression
  • People-first culture
  • Supportive and collaborative environment
  • Strong focus on professional development and wellbeing
  • Fulltime
Read More
Arrow Right

Experienced Financial Advisor

NXTGEN are representing a well-established, high-growth financial services organ...
Location
Location
United Kingdom , Norwich
Salary
Salary:
45000.00 - 55000.00 GBP / Year
nxtgenrecruitment.co.uk Logo
NXTGEN Recruitment
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment
  • Fulltime
Read More
Arrow Right

Experienced Financial Advisor

NXTGEN are representing a well-established, high-growth financial services organ...
Location
Location
United Kingdom , Norwich
Salary
Salary:
45000.00 - 55000.00 GBP / Year
nxtgenrecruitment.co.uk Logo
NXTGEN Recruitment
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment
  • Fulltime
Read More
Arrow Right

Experienced Financial Advisor

NXTGEN are representing a well-established, high-growth financial services organ...
Location
Location
United Kingdom , Norwich
Salary
Salary:
45000.00 - 55000.00 GBP / Year
nxtgenrecruitment.co.uk Logo
NXTGEN Recruitment
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment
  • Fulltime
Read More
Arrow Right

Manager, Finance

This is where your insights influence change. As a member of the Baxter Finance ...
Location
Location
India , Gurgaon
Salary
Salary:
Not provided
https://www.baxter.com/ Logo
Baxter
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Chartered Accountant/MBA
  • Commercial finance & FP&A expertise
  • Strong financial modeling and analytical thinking
  • Business storytelling, must be good at presentations and stakeholder communication
  • Cross-functional collaboration and leadership
  • High ownership, curiosity, and problem-solving mindset
Job Responsibility
Job Responsibility
  • Partner with business leaders to evaluate revenue models, pricing strategies, customer profitability, and investment decisions
  • Act as a finance advisor to sales, marketing, operations, and leadership teams, translating numbers into clear business actions
  • Support new initiatives, product launches, and market expansions with financial feasibility analysis
  • Lead annual budgeting, rolling forecasts, and long-range business plans
  • Build scenario models to assess risks and opportunities under different business conditions
  • Track performance against plan, explain variances, and recommend corrective actions
  • Design and own management dashboards, MIS, and KPI frameworks for leadership decision making
  • Present financial insights and narratives in leadership reviews
  • Ensure financial data integrity while maintaining speed and relevance
  • Drive cost optimization initiatives across functions while protecting growth-critical investments
What we offer
What we offer
  • Support for Parents
  • Continuing Education/ Professional Development
  • Employee Heath & Well-Being Benefits
  • Paid Time Off
  • 2 Days a Year to Volunteer
  • Fulltime
Read More
Arrow Right

Executive Director, HEOR Modeling

As part of Parexel Consulting, you will play a vital role in helping biopharmace...
Location
Location
United Kingdom
Salary
Salary:
Not provided
parexel.com Logo
Parexel
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Numerous years’ experience in the life sciences or consulting industries with many years of experience managing direct reports, directing teams and projects
  • 10+ years management experience
  • 15+ years general experience in the field
  • Minimum of a Bachelor’s Degree in a Scientific or Technical Discipline
Job Responsibility
Job Responsibility
  • Monitors profitability of multiple projects through active involvement in the preparation of project plans and management of project budgets
  • Prevents and resolves issues with revenue recognition
  • Works within a team environment or individually based on project needs
  • Provides guidance to project team members and acts as a mentor to junior staff
  • Works within broad project guidelines and leads issue and conflict resolution
  • Prioritizes own workload and prioritizes the workload of the project team in order to achieve the project scope and objectives
  • Capitalizes on opportunities to improve project efficiency, results or team performance and proactively acts
  • Leverages information from previous projects or other client work to efficiently complete assigned project activities as well as facilitate business decisions
  • Produces quality work that meets the expectations of Parexel HEOR Consulting and the client
  • Reviews the work of colleagues for content and quality to ensure the expectations of the client and are met
Read More
Arrow Right

Lead Innovation/Research Actuary - 6 Month FTC

The purpose of the analytics team is to create business value by providing tools...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified actuary (FIA, FCAS or equivalent) or similar with relevant insurance experience
  • Proven ability to apply actuarial and/or data science techniques to deliver commercially impactful insights
  • Experience translating business problems into analytical solutions that influence decision making
  • Strong programming capability (e.g. Python, R, SQL) and experience working with complex datasets
  • Track record of delivering end-to-end analytical work, from concept through to implementation
  • Ability to work effectively across business and technical teams, including senior stakeholders
  • Strong communication skills, with the ability to explain technical concepts clearly
  • Commercially focused, with the ability to manage multiple priorities in a fast-paced environment
  • University degree in Mathematics or related field
  • Actuarial qualification (FIA, FCAS or equivalent)
Job Responsibility
Job Responsibility
  • Work collaboratively with business teams and analytics colleagues to develop analysis, tools and insights that inform strategy and improve decision making
  • Research and develop innovative approaches to address problems and opportunities across underwriting, claims, analytics and pricing
  • Partner with external data providers to evaluate and unlock value from new datasets, metrics and rating factors
  • Lead initiatives to embed successful innovations into scalable tools, models and business processes
  • Bring together cross-functional teams (data science, data engineering and business stakeholders) to deliver high-quality, scalable solutions that maximise business value
  • Contribute to the development of frameworks and pipelines that ensure analytics outputs are robust, repeatable and integrated into business processes
  • Work with the data organisation to ensure clear, consistent data requirements and avoid duplication, rework or fragmented outputs
  • Maintain strong engagement with stakeholders, supporting understanding and adoption of analytics, and promoting effective use of outputs
  • Build and maintain effective working relationships across key stakeholder groups, maintaining continuous feedback loops
  • Support team delivery by contributing to broader objectives and providing guidance to team members
What we offer
What we offer
  • Discretionary performance related annual bonus
  • Private medical insurance coverage for both you and your dependents
  • Company paid life assurance and long term disability insurance
  • Pension with 10% employer contribution, plus a further matched contribution up to 2.5%
  • 25 days of annual leave (prorated for 1st calendar year of employment), plus public holidays, with the ability to flex the religious bank holidays to suit your religious beliefs
  • Additional annual leave purchase up to a maximum of five additional days per year
  • Up to 2.5 days matched paid leave for volunteering at a charity of your choice and 5 days paid leave to provide or arrange care for a dependent with a long term care need annually
  • Up to £550 reimbursement towards home office setup
  • Free in-office lunch and monthly lifestyle allowance
  • Monthly travel allowance or annual season ticket
  • Fulltime
Read More
Arrow Right