Job Description
Financial Advisor – Repatriation Team - (Bristol & Surrounding Areas)
£80,000 DOE + Bonus
Hybrid /Flexi working (Approx 1 day/fortnight in office)
A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team. This team supports high-net-worth individuals returning to the UK, offering tailored advice across offshore bonds, QROPs, QNUPS, and other international pension products.
You'll step into a leadership role within a small, collaborative team that includes paraplanning and dedicated client support. There’s a clear progression pathway and the chance to influence the future direction of the team.
What’s on offer:
• £80,000 base salary
• Attractive bonus scheme
• Strong benefits package including 27 days annual leave, private medical insurance, 7.5% employer pension contribution, flexible/remote working.
• High-quality client referrals from a sister firm based overseas
Requirements:
• Level 4 qualified (minimum)
• Proven experience advising expat or international clients
• Confident handling complex offshore financial products
• Natural leader with mentoring abilities
• An existing client base is a bonus, but not essential
If this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com