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 r...
Associate Financial Planner employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
