Hybrid IFA: Holistic Planning
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-24
Listing for:
Tate
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking an Independent Financial Adviser to deliver holistic financial advice in a dynamic, hybrid environment. The successful candidate will work with clients, designing bespoke financial plans, and will require a minimum of 3 years' experience in a financial advisory role. Responsibilities include client relationship management and closing new business, supported by a strong internal team.
The firm's digital platform offers opportunities for efficient client servicing.
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