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Job Title


Financial Advisor


Company : IDEX CONSULTING LTD


Location : Bristol, South West


Created : 2025-06-20


Job Type : Full Time


Job Description

Financial Advisor Repatriation Team - (Bristol & Surrounding Areas)Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.80,000 DOE + BonusHybrid /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. Theres a clear progression pathway and the chance to influence the future direction of the team.Whats 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 overseasRequirements: 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 essentialIf this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com