wealth adviser jobs in Bath

A wealth management firm in Bath is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The role requires expertise in preparing research and crafting detailed compliance reports. Candidates should be Level 4 Diploma qualified or working towards it, with paraplanning experience in an advisory setting. The position offers a salary range of £30,000 -...

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bath . This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement...

You will conduct client reviews via MS Teams, managing a high volume of interactions with full control over your diary to ensure productivity and balance.

You will enhance relationships with existing clients and contribute to the continued growth of our TPO Direct proposition.

Introduction Are you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

Job Description Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice. You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels. This is a high...

You will lead the delivery of tailored tax consultancy services to our most affluent clients, ensuring their wealth planning needs are met with precision and care.

You will be responsible for delivering high-level compliance and advisory services, as well as leading and supporting ad-hoc tax projects.

Senior Compliance Monitoring Associate – Bath This UK wealth manager is seeking a Senior Compliance Monitoring Officer to support the delivery of a risk-based Compliance Monitoring Plan across its financial services operations. The role covers multiple business areas, including platform services, discretionary fund management and financial advice. Working closely with the Compliance function,...

A recruitment agency is seeking a Graduate Financial Advisor in Newcastle. The role offers a salary of £30,000 - £35,000 plus progression, training, and a pension structure. The ideal candidate will have a strong interest in financial advice and will work toward a Diploma in Financial Advice while supporting advisers in client meetings and financial reviews. This position promises career growth...

Location Address: 333 Smith Ave N Saint Paul, MN Date Posted: December 23, 2025 Department: Risk Management Shift: Day (United States of America) Shift Length: 8 hour shift Hours Per Week: 40 Union Contract: Non-Union-NCT Weekend Rotation: Other Job Summary: Allina Health is a not-for-profit health system that cares for individuals, families and communities throughout Minnesota...

Introduction We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it...

Job Description Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management...

IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...

IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...

Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission. We’re excited to be expanding our presence and as part of this growth, we’re...

IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...

IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...

IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...

IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...