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Senior Financial Adviser

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NXTGEN Recruitment

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Location:
United Kingdom , Westerham

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

50000.00 - 65000.00 GBP / Year
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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 and collaborative work environment

Additional Information:

Job Posted:
May 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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