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Junior Financial Advisor

Job Posted: 18 days ago

Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Norwich, Norfolk

Expire in: 9 days

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.

Key Responsibilities

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 

This is a thriving, high-growth business offering a clear progression pathway, a supportive and collaborative environment, and a strong focus on professional development and wellbeing.

Salary DOE + benefits (available on request)

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Junior Financial Advisor job near me in Norwich, Norfolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!