Financial adviser jobs in BathCreate job alerts

The business is now looking to appoint an experienced Financial Adviser to take over a substantial existing client book valued at approximately £40M AUM. A minimum of 2 years' experience as a Financial Adviser, ideally in an independent setting. Deliver tailored, holistic financial advice to a di...

The financial adviser's primary responsibility will be to establish truly meaningful connections with the people they serve. Building truly significant relationships with the customers you are assigned and learning about their individual goals and aspirations will be the main focus of the financi...

We are seeking a competent Mortgage Adviser to provide expert mortgage and protection advice to clients in accordance with the FCA’s rules and our firm's procedures. This role is ideal for someone who is self-motivated and has a strong background in financial services, particularly in mortgages a...

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-ye

If you've already achieved your level 4 diploma in financial advice but have not worked as a financial adviser, we can help. Quilter’s Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance. We’d love to have a c

Are you an experienced Financial Planner (Financial Adviser, Financial Advisor) or an Associate Financial Planner / Paraplanner with extensive client facing experience who is ready to transition into leading client relationships?.

We’re proud to have been recognised as a Sunday Times Best Place to Work 2024 and a Professional Adviser Best Financial Advisers to Work For 2024 a testament to our commitment to creating an environment where people can thrive and providing first class client service. As a self-employed Financial...

Our client is a long-established, adviser-first network that supports Independent Financial Advisers across the UK. Independent Financial Adviser - Remote| UK Wide | Full Time | £100k+ (Self-Employed). With a reputation built on trust, transparency, and genuine support, they offer a platform that...

Our client is seeking an experienced Financial Advisor in Maidstone / Kent to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and ful...