Associate Financial Advisor

IDEX Consulting Ltd; Bath; Hybrid; GBP 40,000 - 44,000; Full time

Benefits offered by this job

Annual bonus

Training and development

Holiday 25 days + 8 bank holidays

Private medical insurance

4x salary death-in-service

2x salary critical illness cover

65% income protection

Hybrid / flexible working

Career progression

Job summary

IDEX Consulting Ltd in Bath is representing a national financial advice business seeking an Associate Financial Adviser to join its growing team. This is a fantastic opportunity for an experienced Paraplanner looking to take the next step into Financial Advice, as well as Advisers seeking a supportive, client-focused environment.

The role is desk-based with minimal travel, supported by Paraplanners and Adviser Support, and offers a structured training programme, a generous benefits package, and

Qualifications

• Level 4 Diploma in Regulated Financial Planning.
• Minimum 1 year’s experience providing regulated advice or strong paraplanning experience looking to transition into advice.
• Strong knowledge across pensions, investments and protection.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide regulated financial advice to clients.
• Work with an established client bank and be supported by Paraplanners and Adviser Support.
• Desk-based role with minimal travel.

Skills

Pensions knowledge

Investments knowledge

Protection knowledge

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Up to £44,000 + Annual Bonus & Excellent Benefits

We are representing a national financial advice business seeking an Associate Financial Adviser to join its growing team in Bath.

This is a fantastic opportunity for an experienced Paraplanner looking to take the next step into Financial Advice, as well as existing Advisers looking for a supportive, client-focused environment.

The role is primarily desk-based with minimal travel, working with an established client bank and supported by experienced Paraplanners and Adviser Support.

Key Requirements

• Level 4 Diploma in Regulated Financial Planning
• Minimum 1 year’s experience providing regulated advice or strong Paraplanning experience looking to transition into advice
• Strong knowledge across pensions, investments and protection
• Excellent communication and relationship-building skills

What's on Offer

• Up to £44,000 basic salary
• Annual bonus
• Excellent training and development
• 25 days' holiday + 8 bank holidays
• Private medical insurance
• 4x salary death-in-service
• 2x salary critical illness cover
• 65% income protection
• Hybrid / flexible working
• Dedicated support and excellent career progression

A particularly strong opportunity for experienced Paraplanners ready to make the move into Financial Advice, with the support and infrastructure of an established national business.