IDEX Consulting Ltd
Bath, UK
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...
