IDEX Consulting Ltd
Financial Advisor
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Desk-based Financial Advisor - £55,000 + bonus – Bristol / Hybrid
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.
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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:
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Your very own career expert that helps elevate your application to the next level.
- Level 4 qualified and currently advising
- Ambitious with a desire to progress
- CAS qualification is desirable but not essential
- Ideally, 12+ months’ 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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