The Private Office - United Kingdom, Bath

Join a leading wealth management firm as a Trainee Financial Adviser in Bath. You’ll support IFAs, prepare client meetings, and develop technical skills with full support for professional qualifications. Ideal for ambitious, self-motivated candidates with Level 4 qualifications and client-facing ...

Join an award-winning team in Bath as a Diploma-qualified Paraplanner. You’ll provide full support to Advisers, producing accurate recommendation reports and conducting whole-of-market research. Enjoy a true hybrid working model, a discretionary bonus, private healthcare, and 24+ holidays. This r...

Financial Adviser role in Bath offering a collaborative, high-support environment for Level 4 Diploma holders. Deliver holistic financial planning across pensions, investments, and protection while building long-term client relationships. Enjoy 35-hour weeks, private healthcare, bonus scheme, and...

Join a leading Private Wealth Management firm in Bath as a Trainee Financial Adviser. This role offers full support for professional qualifications, exposure to client meetings, and experience with cash flow planning (Voyant). Ideal for ambitious, self-motivated individuals with strong communicat...

Join a high-performing team as a Paraplanner in Bath, supporting Advisers with comprehensive financial planning. You’ll produce accurate recommendation reports, conduct whole-of-market research, and analyse client portfolios. Requires CII Diploma, report writing skills, and private wealth experie...

Launch your career as a Trainee Financial Adviser in Bath. This role requires a Level 4 Diploma and IFA experience, offering a structured 6-12 month training program to become a Chartered Adviser. You'll support client meetings, develop technical skills, and receive full qualification support. Be...