Position Overview
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.
Key Responsibilities
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...