Financial Advisor

IDEX Consulting Ltd; Bath; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Established client bank

Pension

Job summary

IDEX Consulting Ltd is partnering with a national wealth management firm to recruit an experienced Financial Adviser in Bath. You will manage an existing client portfolio, delivering holistic financial planning and exceptional service within a Private Wealth division.

You will work with paraplanners and the support team, conduct regular reviews, stay FCA compliant, and maintain top professional standards while pursuing ongoing qualifications and development.

Qualifications

• Demonstrated ability to provide regulated financial advice.
• Strong relationship-building and presentation skills.
• Excellent communication and interpersonal skills.
• Proactive, self-motivated and compassionate approach.
• Commitment to high professional and ethical standards.

Responsibilities

• Provide ongoing financial planning and wealth management to an existing client bank.
• Conduct regular client review meetings and ensure excellent client experience.
• Collaborate with paraplanners and support teams for positive outcomes.
• Maintain accurate and compliant client records.

Skills

Client relationship

Communication skills

Financial planning

Regulated advice experience

Education

Level 4 Diploma in Regulated Financial Planning

Job description

An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to continued growth, our client is expanding its Wealth team and is looking to appoint an experienced Financial Adviser to provide ongoing advice to an established portfolio of clients in Bath.

This is an ideal opportunity for an adviser who enjoys building long-term relationships, delivering holistic financial planning and providing exceptional client service, without the pressure of generating a client bank from scratch.

The Role

Working within a well-established Private Wealth division, you'll be responsible for managing an existing portfolio of clients, helping individuals and families achieve their long-term financial goals through tailored financial planning.

Supported by an experienced operational and paraplanning team, you'll focus on delivering high-quality advice and maintaining strong client relationships.

Key responsibilities include:

• Providing ongoing financial planning and wealth management advice to an established client bank.
• Conducting regular client review meetings and ensuring an exceptional client experience.
• Working collaboratively with paraplanners and support teams to deliver positive client outcomes.
• Maintaining accurate and compliant client records.
• Adhering to FCA regulations and internal compliance standards.
• Contributing to business initiatives and maintaining high professional standards.
• Continuing your technical and professional development through ongoing learning.

About You

To be successful in this role, you will have:

• Level 4 Diploma in Regulated Financial Planning (essential).
• Previous experience providing regulated financial advice.
• Strong relationship-building, networking and presentation skills.
• A proactive, self-motivated and compassionate approach.
• Excellent communication and interpersonal skills.
• A commitment to maintaining the highest professional and ethical standards.

What's on Offer?

Our client is committed to investing in its people and offers an excellent overall package, including:

• Competitive basic salary.
• Established client bank from day one.
• Contributory pension scheme.
• 25 days' annual leave, increasing to 30 days with service, plus bank holidays.
• Life assurance.
• Comprehensive induction and ongoing training programme.
• Fully funded professional qualifications and paid study leave.
• Flexible benefits package tailored to your needs.
• Option to purchase additional annual leave.
• Cycle to Work scheme.
• Employee wellbeing programme and 24/7 Employee Assistance Programme.
• A collaborative, supportive culture with genuine opportunities for long-term career progression.