Financial Advisor

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

Location: Bristol,, GB

Posted Date: 8/5/2025