Associate Financial Planner

IDEX Consulting; Bath; Hybrid; GBP 40,000 - 48,000; Full time

Benefits offered by this job

Annual bonus

Private medical insurance

5% employer pension contribution

4x salary death-in-service

2x salary critical illness cover

65% income protection

Hybrid/flexible working

Established client bank

Dedicated support and career progress

Job summary

IDEX Consulting represents a national financial advice business recruiting an Associate Financial Adviser to join its Bath team. This is a strong move for an experienced Paraplanner aiming to transition into financial advice, or for Advisers seeking a supportive, client-focused environment.

The role is desk-based with minimal travel, backed by experienced Paraplanners and Adviser Support. The package includes up to £44,000 basic salary, annual bonus, private medical insurance, pension

Qualifications

• Level 4 Diploma in Regulated Financial Planning.
• Experience providing regulated advice or strong paraplanning to transition into advice.
• Knowledge across pensions, investments and protection.
• Excellent communication and relationship-building skills.

Skills

Communication skills

Relationship building

Pensions knowledge

Investments knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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
• Previous 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
• 5% employer pension contribution
• Private medical insurance
• 4x salary death-in-service
• 2x salary critical illness cover
• 65% income protection
• Hybrid/flexible working
• Established client bank
• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.