Financial Adviser

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 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)