Associate Financial Planner

ScreenedHybrid
Bath
£44,000/annum
Posted 2 days ago
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About the role

We are representing a national financial advice business seeking an Associate Financial Adviser to join its growing team in Bath.
This is a fantastic opportunity for an experienced Paraplanner looking to take the next step into financial advice, as well as existing Advisers looking for a supportive, client-focused environment.
The role is primarily desk-based with minimal travel, working with an established client bank and supported by experienced Paraplanners and Adviser Support.

Key Requirements

  • Level 4 Diploma in Regulated Financial Planning
  • Previous experience providing regulated advice or strong paraplanning experience looking to transition into advice
  • Strong knowledge across pensions, investments and protection
  • Excellent communication and relationship-building skills

What's on Offer

  • Up to £44,000 basic salary
  • Annual bonus
  • Excellent training and development
  • 25 days' holiday + 8 bank holidays
  • 5% employer pension contribution
  • Private medical insurance
  • 4x salary death-in-service
  • 2x salary critical illness cover
  • 65% income protection
  • Hybrid/flexible working
  • Established client bank
  • Dedicated support and excellent career progression

A particularly strong opportunity for experienced Paraplanners r...

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