Wealth Adviser Client Bank
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
IDEX Consulting Ltd is partnering with a national wealth management firm to recruit an experienced Financial Adviser in Bath. You will manage an existing client portfolio, delivering holistic financial planning and exceptional service within a Private Wealth division.
You will work with paraplanners and the support team, conduct regular reviews, stay FCA compliant, and maintain top professional standards while pursuing ongoing qualifications and development.
We are seeking a motivated Wealth Adviser with Established Client Bank to join IDEX Consulting Ltd in Bath, England, United Kingdom.
We appreciate your interest in this position.
Join IDEX Consulting Ltd and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Adviser with Established Client Bank role at IDEX Consulting Ltd, based in Bath, England, United Kingdom.
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