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Desk-Based Advisor

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IDEX Consulting Ltd

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Location:
United Kingdom , Bristol

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Category:

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Contract Type:
Not provided

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Salary:

60000.00 - 65000.00 GBP / Year

Job Description:

I'm currently representing a leading independent financial planning firm who are looking to welcome an experience Financial Advisor into their team in Bristol. We're looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Bristol. You'll benefit from inheriting a book of clients and enjoy the autonomy of flexible working.

Requirements:

  • Level 4 qualified Financial Adviser (minimum)
  • Experienced as a Financial Advisor
  • A strong communicator with a client-first, tech-forward mindset
  • Ideally, experience or network in the medical sector
  • Highly self-driven and comfortable in a hybrid working model
  • Candidates will need to reside local to Bristol for this opportunity

Nice to have:

Ideally, experience or network in the medical sector

What we offer:
  • Established portfolio of loyal, high-value clients
  • 28 days of annual leave plus bank holidays
  • Bonus structure above industry standards
  • Flexible hybrid working model with regional support
  • A growth-oriented environment led by a progressive leadership team

Additional Information:

Job Posted:
March 22, 2026

Expiration:
June 28, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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