Associate Financial Planner

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.

• 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

• Up to £44,000 basic salary
• Annual bonus
• Excellent training and development
• 25 days' holiday + 8 bank holidays
• 5% employer pension contribution
• Private medical insurance
• 4x salary death-in-service
• 2x salary critical illness cover
• 65% income protection
• Hybrid/flexible working
• Established client bank
• 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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.