Financial Advisor in Greater Bristol Area

Job description

Financial Advisor – Repatriation Team - (Bristol & Surrounding Areas)

£80,000 DOE + Bonus

Hybrid /Flexi working (Approx 1 day/fortnight in office)

A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team. This team supports high-net-worth individuals returning to the UK, offering tailored advice across offshore bonds, QROPs, QNUPS, and other international pension products.

You'll step into a leadership role within a small, collaborative team that includes paraplanning and dedicated client support. There’s a clear progression pathway and the chance to influence the future direction of the team.

What’s on offer:

• £80,000 base salary

• Attractive bonus scheme

• Strong benefits package including 27 days annual leave, private medical insurance, 7.5% employer pension contribution, flexible/remote working.

• High-quality client referrals from a sister firm based overseas

Requirements:

• Level 4 qualified (minimum)

• Proven experience advising expat or international clients

• Confident handling complex offshore financial products

• Natural leader with mentoring abilities

• An existing client base is a bonus, but not essential

If this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Bristol Area

Type of Contract

Part-time jobs

Published at

06-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English