NXTGEN is recruiting a Financial Adviser in Norwich to join the next cohort at an established and growing financial planning business.

If you’ve achieved your Level 4 qualification and want to build your career in financial advice, this opportunity offers allocated clients, tailored training and guidance from experienced advisers. You’ll join a business where your ability to build relationships and understand clients’ needs matters alongside your technical knowledge.

Whether you’re newly qualified or already working as a Financial Adviser, the support will be shaped around your experience, helping you develop your confidence and take on increasingly complex client portfolios.

The Financial Adviser role

Based in Norwich, you’ll help clients understand their options and make informed decisions about their financial future. You’ll provide holistic advice across pensions, investments, protection and estate planning, building relationships that continue beyond the initial recommendation.

Your responsibilities as Financial Adviser will include:

• Meeting clients to understand their circumstances, priorities and financial goals.
• Conducting detailed fact-finds and identifying financial planning needs.
• Developing suitable recommendations and explaining them clearly.
• Managing ongoing client relationships through regular reviews.
• Maintaining accurate client records and meeting compliance requirements.
• Building your technical expertise with support from experienced colleagues.

What we’re looking for

A completed Level 4 Diploma in Regulated Financial Planning is essential.

Alongside your qualification, you’ll bring strong communication skills, ambition and a genuine interest in helping clients make sound financial decisions. You’ll be comfortable asking questions, listening carefully and taking ownership of your development.

Previous experience as a Financial Adviser is welcome, although newly Level 4 qualified candidates ready to begin their advisory career will also be considered.

What’s on offer

• Allocated clients and leads to help you build your portfolio.
• Tailored training and mentoring from experienced advisers.
• Ongoing professional development.
• The opportunity to progress into larger and more complex portfolios.
• A Norwich-based opportunity within a new cohort of Financial Advisers.

To find out more about this Financial Adviser opportunity in Norwich, contact Grace at NXTGEN or apply with your CV.