Hybrid Associate Financial Adviser – Paraplanner to Adviser

IDEX Consulting Ltd in Bath is representing a national financial advice business seeking an Associate Financial Adviser. The role is desk-based, with minimal travel, supporting an established client bank and working alongside experienced Paraplanners and Adviser Support.

This is an excellent step for Paraplanners moving into advice or Advisers seeking a supportive, client-focused environment with strong career progression and training.

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