CrawlJobs Logo

Senior Financial Adviser

United Kingdom, Westerham 50000.00 - 65000.00 GBP / Year · Job Posted May 19, 2026
Apply Position
Job Link Share

Job Description

NXTGEN are representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. This is a fantastic opportunity for a proven professional to take ownership of a portfolio, provide strategic advice, and build long-term relationships with high-net-worth and corporate clients. You will deliver advice across investments, pensions, protection, tax planning, and estate strategies, while also supporting and mentoring junior team members. Backed by a strong support team, you'll have the autonomy to manage your own cases and focus on delivering exceptional client outcomes.

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

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

What we offer

  • Pension
  • Life cover
  • Income protection
  • Volunteering day
  • Corporate discounts
  • Supportive, collaborative work environment

Looking for more opportunities?

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

Similar Jobs for

Senior Financial Adviser

8 matching positions

Financial Crimes Risk Senior Manager (Senior Vice President)

Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience in Financial Services, with Financial Crimes or AML/Sanctions Compliance experience
  • Able to work independently and deliver according to strict timelines and quality standards
  • Knowledge and understanding of financial crime risks, operations, product functions
  • Demonstrated ability and confidence to challenge business management and escalate issues
  • Global mindset and proven record of leadership experience in managing complex processes or larger projects
  • Experience of working within a small team is an advantage
  • Prior regional or multi-country oversight is an advantage
  • Attention to detail and ability to accurately analyse data & draft concise documentation
  • Commercially minded, with good organizational and planning skills
  • Excellent verbal & written communication skills: ability to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind
Job Responsibility
Job Responsibility
  • Drive the execution of Services In-Business Risk and Financial Crimes Risk strategic priorities in the EMEA (coverage of 50+ countries)
  • Lead on significant financial crime initiatives and prepare the respective reporting for senior management
  • Act as the Business Sanctions Risk Officer’s delegate, leading complex sanctions projects end to end and conduct reviews of sanctions processes and procedures across all the product lines to ensure policy requirements are being met in a consistent manner and documented appropriately
  • Advise on design of controls, ensuring these are implemented by the Business
  • Identify and assess AML/Sanctions risk for new and enhanced products and innovative solutions
  • Conduct reviews of Sanctions and AML processes and procedures across all the product lines to ensure policy requirements are met, are fit for purpose and have been implemented consistently, with appropriate supporting documentation
  • Assess impact of proposed changes to AML and Sanctions policies/procedures/guidelines and work with AML and Product Compliance to ensure the business operates in line with regulatory requirements
  • Participate actively in several senior management governance forums and produce high-quality reports and management information
  • Support the Business in internal or external reviews, including managing exam preparation and deliverables
  • Identify opportunities for streamlining processes and implement efficiencies that will ultimately lead to enhanced client experience
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right
New

Sox Senior Financial Analyst

In the Finance and Corporate Strategy team we ensure that the business's capital...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.hpe.com/ Logo
Hewlett Packard Enterprise
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • First level university degree with a focus in business or economics
  • advanced degree or accounting certification (e.g., CPA, MBA) strongly preferred
  • Typically 10+ years of experience as a financial analyst
  • Typically experienced in a variety of finance functions
  • Excellent understanding of accounting principles and financial analysis
  • Excellent analytical skills
  • Superior business application skills (e.g., Microsoft Excel)
  • Superior communication and influencing skills
  • Superior teamwork skills
  • Excellent business acumen
Job Responsibility
Job Responsibility
  • Provides the most complex financial analysis for a financial function or a business, typically exercising a unique understanding of the business to determine the best method for achieving objectives
  • Consults with business leaders to guide and influence long- term and strategic decision-making within the broadest scope
  • Forecasts financial results within the broadest scope
  • Leads and advises on the most complex business initiatives, typically leading several analysts across multiple areas within finance and across geographies/organizations
  • Drives process improvement and policy development initiatives that impact the function globally
  • Represents the business unit during cross-regional or cross- functional planning processes
  • Provides mentoring and guidance to analysts
What we offer
What we offer
  • Health & Wellbeing
  • Personal & Professional Development
  • Unconditional Inclusion
  • Fulltime
Read More
Arrow Right

Senior Financial Analyst

Location
Location
India , Sangareddy
Salary
Salary:
800000.00 - 1000000.00 INR / Year
Arthashastra Intelligence
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master's degree in Business with Finance, Accounting, or related field specialization. Students from IIM would be preferred.
  • Students from CA Backgrounds with experience in data analytics would be strongly favored.
  • 0.5-2 years of relevant experience in corporate finance, financial planning & analysis, or other related fields.
  • Strong working knowledge of Excel, financial modeling, Python, and Data Visualization Tools.
  • Excellent analytical, decision-making, and problem-solving skills
  • Attention to accuracy and detail required
Job Responsibility
Job Responsibility
  • Understand clients’ financial needs.
  • Determine clients’ expenses, level of income, financial objectives and goals, tax status, and risk tolerance
  • Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
  • Preparing or interpreting financial Dashboards using Data Visualisation tools, investment performance reports, and income projections for clients.
  • Manage and regularly update clients’ portfolios.
  • Continuous communication with clients to stay up to date with their financial status
  • Perform Direct and Indirect tax compliance & Audits
  • Internal Audits and Due Diligence
  • Preparation of DPR, TEV, and CMA reports
  • Advise on other regulatory compliances.
  • Fulltime
Read More
Arrow Right

Senior Financial Analyst

The Senior Financial Analyst position will work closely with leaders across fina...
Location
Location
United States , Northbrook
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Three plus years of relevant experience in financial analysis, FP&A, or similar
  • Financial analysis, financial modeling, variance analysis, and ad hoc reporting
  • Effective communication skills with the ability to collaborate successfully with both finance and non-finance stakeholders
  • Demonstrated analytical thinking, sound problem-solving ability, and comfort managing priorities with limited supervision
  • Experience using data analysis and reporting tools such as Power BI or ERP platforms
Job Responsibility
Job Responsibility
  • Build Strategic Models: Design complex corporate financial simulations to evaluate high-stakes business investments
  • Financial Forecasting: Lead the end-to-end corporate allocation process across actuals, short-term plans, and long-range planning
  • Global Variables: Build and scale predictive models tracking currency fluctuations and foreign exchange impacts
  • Deliver Reviews: Partner directly with executive leadership to synthesize monthly and quarterly financial performance
  • Advanced Analytics: Convert raw data pipelines into executive dashboards that highlight risks and growth opportunities
  • Drive Process Transformation: Modernize legacy FP&A frameworks by designing faster, more scalable forecasting tools
  • Execute Special Projects: Run high-priority, ad-hoc financial evaluations for private equity stakeholders
  • Advise Business Leaders: Serve as an internal consultant using financial expertise to steer major operational decisions
What we offer
What we offer
  • insurance
  • vacation
  • 401K
  • holiday pay
  • Fulltime
Read More
Arrow Right

Senior Financial Planning Analyst (FP&A)

Location
Location
France , Paris
Salary
Salary:
Not provided
gitguardian.com Logo
GitGuardian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English, both written and spoken
  • Master's degree in Finance/Audit
  • 3 to 5 years of experience in a similar position
  • Excel or GSheet advanced skills with proven modeling, analysis and rigor skills
  • In-depth knowledge of accounting principles
  • AI-forward mindset: comfort with prompting AI agents, building automations, and a clear-eyed view of AI's key challenges will set you apart
Job Responsibility
Job Responsibility
  • Financial Data Master: you'll be responsible for maintaining our finance data lake, preparing monthly financial reports, and managing budget syncs with key stakeholders to uncover insights and drive action
  • Forecasting Champion: you'll lead our budgeting, re-forecasting, and long-term planning efforts, including scenario and sensitivity analyses, providing the financial roadmap for our strategic decision-making
  • KPIs Crusader: you'll be the guardian of our ARR tracking, ensuring the reliability of our north star metric and empowering the business with trusted, actionable financial data
  • Strategic Insider: you'll build and continuously enrich our performance dashboards, from headcount and cloud cost monitoring to broader business analytics while always pushing to add new dimensions and deliver deeper insights to our leadership team
  • Investor Reporting: you'll prepare and structure the financial materials for shareholder updates, ensuring clarity and accuracy of the figures presented
  • Process & Automation: you'll design and build new FP&A processes from the ground up, leveraging AI and automation to eliminate manual workflows and drive efficiency and scalability
  • Tooling & Insights: you'll actively contribute to benchmarking our FP&A toolstack and drive the migration towards an EPM solution that meets our needs such as real-time data, multi-dimensional analysis, and granular access tailored to the right stakeholders
  • Collaboration Catalyser: you'll work closely with other teams to identify business growth opportunities and benchmark our performance against industry standards
  • Strategic Project Support: you'll act as a trusted finance partner for department heads, bringing financial visibility, advising on their trajectory and steering towards the most relevant options for GitGuardian
What we offer
What we offer
  • Package that includes BSPCE
  • Lunch voucher (Swile)
  • Sponsored Wellpass (gymlib)
  • Non-charged health insurance for children (Sidecare / Generali)
  • Up to €300 to improve your home office set-up
  • Yearly holiday allowance
  • Team building: monthly budget dedicated to each employee that you can spend as you wish, with colleagues
  • Remote policy: hybrid (3 days/week at the office in Paris)
  • Full, company-wide access to cutting-edge AI tools
  • Opportunities for career development in the long term
  • Fulltime
Read More
Arrow Right

Financial Adviser Manager

I'm representing a leading wealth management business who are looking to appoint...
Location
Location
United Kingdom , Bristol
Salary
Salary:
80000.00 - 90000.00 GBP / Year
idexconsulting.com Logo
IDEX Consulting Ltd
Expiration Date
August 08, 2026
Flip Icon
Requirements
Requirements
  • Level 4 Qualified - preference to Chartered
  • Knowledge of the financial planning market including products and services
  • Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role
  • Prior experience in an IFA/Wealth Management/management environment.
Job Responsibility
Job Responsibility
  • To lead and develop members of the advisory team across Bristol
  • Take responsibility for the achievement of sales and service standards
  • Upskill advisors
  • To provide operational input and expertise into complex matters or projects as required
  • Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required
  • Coach, develop and lead the individual members
  • Perform One to Ones and annual reviews
  • Check the work of team members and providing suitable feedback including call monitoring as appropriate
  • Provide both advice and guidance direct to members.
What we offer
What we offer
  • Bonus
Read More
Arrow Right

Senior Financial Planning Analyst (FP&A)

GitGuardian is a global cybersecurity scale-up. The company is based in Paris, N...
Location
Location
France , Paris
Salary
Salary:
Not provided
gitguardian.com Logo
GitGuardian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English, both written and spoken
  • a Master's degree in Finance/Audit
  • 3 to 5 years of experience in a similar position
  • Excel or GSheet advanced skills with proven modeling, analysis and rigor skills
  • In-depth knowledge of accounting principles
  • AI-forward mindset: comfort with prompting AI agents, building automations, and a clear-eyed view of AI's key challenges will set you apart.
Job Responsibility
Job Responsibility
  • Financial Planning & Analysis: Financial Data Master - you'll be responsible for maintaining our finance data lake, preparing monthly financial reports, and managing budget syncs with key stakeholders to uncover insights and drive action
  • Forecasting Champion - you'll lead our budgeting, re-forecasting, and long-term planning efforts, including scenario and sensitivity analyses, providing the financial roadmap for our strategic decision-making
  • KPIs Crusader - you'll be the guardian of our ARR tracking, ensuring the reliability of our north star metric and empowering the business with trusted, actionable financial data
  • Performance & Strategic Reporting: Strategic Insider - you'll build and continuously enrich our performance dashboards, from headcount and cloud cost monitoring to broader business analytics while always pushing to add new dimensions and deliver deeper insights to our leadership team
  • Investor Reporting - you'll prepare and structure the financial materials for shareholder updates, ensuring clarity and accuracy of the figures presented
  • Process Transformation & Automation: Process & Automation - you'll design and build new FP&A processes from the ground up, leveraging AI and automation to eliminate manual workflows and drive efficiency and scalability
  • Tooling & Insights - you'll actively contribute to benchmarking our FP&A toolstack and drive the migration towards an EPM solution that meets our needs such as real-time data, multi-dimensional analysis, and granular access tailored to the right stakeholders
  • Cross-functional Collaboration: Collaboration Catalyser - you'll work closely with other teams to identify business growth opportunities and benchmark our performance against industry standards
  • Strategic Project Support - you'll act as a trusted finance partner for department heads, bringing financial visibility, advising on their trajectory and steering towards the most relevant options for GitGuardian.
What we offer
What we offer
  • Package that includes BSPCE
  • Lunch voucher (Swile)
  • Sponsored Wellpass (gymlib)
  • Non-charged health insurance for children (Sidecare / Generali)
  • Up to €300 to improve your home office set-up
  • Yearly holiday allowance
  • Team building: monthly budget dedicated to each employee that you can spend as you wish, with colleagues
  • Remote policy: hybrid (3 days/week at the office in Paris)
  • Full, company-wide access to cutting-edge AI tools to stay ahead of the curve
  • Opportunities for career development in the long term
  • Fulltime
Read More
Arrow Right

Senior Financial Analyst

To provide support, training, and direction to all accounting staff and company.
Location
Location
United States , Concord CA; Sacramento CA; San Francisco CA; Fairfield CA; Santa Clara CA
Salary
Salary:
106700.00 - 120000.00 USD / Year
swinerton.com Logo
Swinerton
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Four-year business or accounting degree, or equivalent
  • Minimum of 7 years construction accounting experience, with 3 years supervisory experience
  • Knowledge of and experience with on-line, integrated accounting systems
  • Good interpersonal skills
  • Effective written and verbal English language communication skills
  • Knowledge of PC based spreadsheet applications
Job Responsibility
Job Responsibility
  • Ability to perform all functions of Financial Analyst position
  • Provide training and direction for accounting employees in the Company to maximize financial control, productivity, and efficiency
  • Ensure that Divisions are in compliance with Company, legal, administrative, and accounting policies and procedures
  • Develop and document Company administrative and accounting policies and procedures in relation to JD Edwards
  • Review project setup for accuracy, project type, allocation rates, etc.
  • Monitor accounts receivable effectively, ensure accuracy of reports, advise Divisions of status
  • Ensure that projects are closed on a timely basis with all relevant costs included or reserved in accordance with Corporate and Division policy
  • Assist in preparation of Corporate reports and analyses and submit to Corporate in accordance with the annual reporting schedule
  • Ensure that information on Corporate reports (e.g. billings, cost, A/R) is correct and agrees with Division records
  • Monitor and report special projects such as Contract Repairs, Allocation Clearing, and Pre-Construction projects
What we offer
What we offer
  • medical
  • dental
  • vision
  • 401(k) with company matching
  • Employee Stock Ownership Program (ESOP)
  • individual stock ownership
  • paid vacation
  • paid sick leave
  • paid holidays
  • bereavement leave
  • Fulltime
Read More
Arrow Right