At a Glance
- Tasks: Provide financial advice and support clients with their financial planning needs.
- Company: National financial advice business with a supportive, client-focused culture.
- Benefits: Up to £44,000 salary, annual bonus, private medical insurance, and 25 days' holiday.
- Other info: Flexible working options and clear career progression in a dynamic environment.
- Why this job: Great opportunity for Paraplanners to transition into Financial Advice with excellent support.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 41850 - 51150 £ per year.
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.
Associate Financial Advisor in Bath employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
