Salary: £60,000 to £70,000 + Competitive Bonus & Excellent Benefits
We’re proud to be partnering with a highly respected Wealth Management firm based in Bath, with whom we've built a strong relationship over the past eight years. During this time, we’ve witnessed their impressive year-on-year growth and their unwavering commitment to delivering clear, holistic financial advice.
Due to continued expansion, the firm is now seeking an experienced Financial Adviser to take over a well-maintained and loyal client bank. This is an ideal opportunity for someone who enjoys the consultancy and relationship-building side of financial planning, without the pressures of cold sales or heavy business development.
Why this role stands out:
* You’ll be joining a truly client-focused firm with a strong reputation for service and high client retention.
* A significant portion of new business is driven by referrals and recommendations, reflecting the trust they’ve built over time.
* You’ll have the opportunity to develop deep, long-term relationships with clients, understanding their life goals and offering tailored advice across pensions, investments, protection, and where relevant, intergenerational planning.
What we’re looking for:
1. A qualified Financial ...