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Financial Advisor

IDEX Consulting Ltd - worcester, midlands

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Job Description

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

Created: 2025-07-23

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