About the job

Desk-based Financial Advisor - £55,000 + bonus – Bristol / Hybrid We're partnered with a national wealth management business looking for a Desk-based Financial Advisor to join their thriving Bristol office. This is a fantastic opportunity for a qualified financial advisor to take over a mature client bank in a desk-based capacity, and gain rare exposure to highly affluent and high-net-worth clients. About the role: Salary & Progression: £55,000 basic (DOE) with a generous bonus structure. Clear structured pathway in place to become a field-based advisor. Work Schedule: Hybrid – 3 days per week in the Bristol office. Benefits:

  • Inherit an established client book from a retiring advisor
  • 5% pension contribution
  • Death-in-service benefit (4x salary)
  • BUPA insurance
  • 25 days holiday + bank holidays (increasing to 28 days after 5 years) What we're looking for:
  • Level 4 qualified and currently advising
  • Ambitious with a desire to progress
  • CAS qualification is desirable but not essential
  • Ideally, 12+ months' experience in financial advising This role offers a clear pathway to a rewarding and lucrative career in financial advice, with structured growth and strong support. If this sounds like the opportunity for you, please send your CV to Samantha.durbridge@idexconsulting.com

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