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CFFinancial Adviser – Holistic Wealth Planning

Job in Bath, Somerset County, BA1, England, UK
Listing for: Lync Wealth Management Limited
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 GBP Yearly GBP 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Lync Wealth Management is recruiting a financially astute adviser in Bath to deliver comprehensive, CF30-compliant financial planning and implementation for existing and prospective clients.

In this employed adviser role, you’ll work from our Bath office with paraplanning and admin support, developing tailored plans and maintaining robust client relationships while staying aligned with FCA independence standards.

This opportunity is for the CF30 Financial Adviser – Holistic Wealth Planning role at Lync Wealth Management Limited.

Join us at Lync Wealth Management Limited as our next CF30 Financial Adviser – Holistic Wealth Planning in Bath, England, United Kingdom.

We are currently recruiting a CF30 Financial Adviser – Holistic Wealth Planning for our team in Bath, England, United Kingdom.

This is a strong opportunity to take on the CF30 Financial Adviser – Holistic Wealth Planning role at Lync Wealth Management Limited.

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