Job description
We're partnered with a national wealth management business looking for a Desk-based Financial Advisor to join their thriving Bristol office.
This is a fantastic opportunity for a qualified Financial Advisor to take over a mature client bank in a desk-based capacity and gain rare exposure to highly affluent and high-net-worth clients.
About the role:
- Salary & progression: £55,000 basic (DOE) with a generous bonus structure. Clear structured pathway in place to become a field-based Advisor
- Work schedule: hybrid - 3 days per week in the Bristol office
Benefits:
- Inherit an established client book from a retiring Advisor
- 5% pension contribution
- Death-in-service benefit (4x salary)
- BUPA insurance
- 25 days holiday + bank holidays (increasing to 28 days after 5 years)
What we're looking for:
- Level 4 qualified and currently advising
- Ambitious with a desire to progress
- CAS qualification is desirable but not essential
- Ideally, previous experience in financial advising
This role offers a clear pathway to a rewarding and lucrative career in financial advice, with structured growth and strong support.
If this sounds like the opportunity for you, please send your CV to Samantha.durbridge@idexconsulting.com.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
