Entry-Level Financial Adviser: Structured Training

TEC Partners Limited; Norwich; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Benefits on request

Job summary

NXTGEN in partnership with a forward-thinking financial services organisation is seeking an aspiring Financial Adviser in Norwich. The role emphasizes structured training, clear progression, and a people-first culture to build a long-term career in financial advice.

Ideal for individuals already in administration, paraplanning, or support roles who are diploma qualified or beginning the adviser journey. The team focuses on investments, pensions, protection, and estate planning with cashflow

Qualifications

• Diploma qualified or working towards adviser status.
• Strong communication and relationship-building skills.

Responsibilities

• Conduct client fact-finds to understand goals, risk, and circumstances.
• Deliver tailored financial advice across investments, pensions, protection, and estate planning.
• Build and review client portfolios, making recommendations as appropriate.
• Support clients with retirement planning and income strategies.
• Provide protection and estate planning advice.
• Maintain ongoing client relationships through regular reviews.
• Ensure all advice meets FCA regulations and compliance standards.

Education

Diploma qualified in financial advice

Job description

NXTGEN in partnership with a forward-thinking financial services organisation is seeking an aspiring Financial Adviser in Norwich. The role emphasizes structured training, clear progression, and a people-first culture to build a long-term career in financial advice.

Ideal for individuals already in administration, paraplanning, or support roles who are diploma qualified or beginning the adviser journey. The team focuses on investments, pensions, protection, and estate planning with cashflow