IDEX Consulting Ltd
Financial Advisor

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Financial Adviser | Bath | Hybrid
Servicing role (no business development required)
💰 Up to £65,000 basic + bonus
📍 Bath | Hybrid Working
👥 Established client bank from day one
I'm working with a highly respected national wealth management firm looking to appoint an experienced Financial Adviser to join their growing Private Wealth team.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Existing portfolio of clients
- Strong paraplanning and admin support
- Comprehensive benefits package
- Genuine long-term career progression
- Collaborative, client-focused culture


Get help with your application
Your very own career expert that helps elevate your application to the next level.
If you're Level 4 Diploma qualified and passionate about delivering holistic financial planning, get in touch: Samantha.Durbridge@idexconsulting.com or send me a DM
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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