Wealth Adviser with Established Client Bank

IDEX Consulting Ltd; Bath; Presencial; GBP 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Established client bank

Pension

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client relationship

Communication skills

Financial planning

Regulated advice experience

Educación

Level 4 Diploma in Regulated Financial Planning

Descripción del empleo

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.