Average Financial Consultant salary in Bath

Job Title/Location: Financial Services Administrator, South GloucestershireSalary: To £34,000 + bonus + pension + life/health benefitsOffice/WFH: Fully office basedRequirements: Previous IFA administration experience preferred, but will also consider those working in areas such as Pensions Admin, SIPP Admin, Life & Protection Admin, Mortgage Admin, Banking Admin etc.Role Snapshot: Preparing annual reviews, provider & client liaison, helping to prepare suitability reports, processing & submitting new businessThis office enjoys very low staff turnover and is happy to help develop people towards careers in paraplanning or advising long-term, with study support provided.The Company/Team: This role, which is open purely due to business growth, is one of 7-8 Administrators within the office and the team as a whole numbers 15-20 including Paraplanners & Advisors. The office is based just North of Bath.The Role: This Financial Services Administrator role supports two Advisors, one very established and one relatively new to advising. Key responsibilities include:Assisting in preparing annual reviewsCompleting files to meet company compliance standardsLiaising with providers & clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee BenefitsAssist in preparing simple suitability reportsProcessing & submitting new business (online + postal applications) and monitoring applicationsInput of adviser fees/commission onto IO, raising invoicesProcessing amendments to existing plans e.g. fund switchesPersonal diary management in Outlook & IntellifloSkills / Experience Required: For this Financial Services Administrator opening, previous IFA administration experience is our clients preference, but also open to those working in areas such as pensions admin, SIPP admin, life & protection admin, banking admin etc. A good understanding of MS Office is helpful, as would any previous exposure to Intelligent Office, but that is not essential. Really keen to find people with a ‘can do’ attitude, a team player, good attention to detail. This is a busy, vibrant office, so the ability to multi-task is key and you should also be a car driver.Additional Information: The salary for the Financial Services Administrator post is to £34,000 + bonus, pension, life and health benefits and study support. Please apply below.The IFA Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

Financial Planner – Values-Led, Fixed-Fee Advisory Firm (Hybrid/Remote) This is not your traditional wealth management firm. Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing. Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape. You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £65,000, with on-target earnings of £95,000–£100,000 through a performance-linked bonus structure and regular salary reviews to reflect your impact. Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive. Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base. No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast. Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin. True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision. Responsibilities Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees. Build and maintain long-term client relationships based on trust, transparency, and client-first principles. Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content. Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools. Uphold and embody company values in all client interactions and internal collaboration. Requirements Level 4 Diploma in Financial Planning (minimum) Demonstrated experience in advising clients Strong interpersonal skills with a passion for building new relationships. Comfortable working in a flexible, remote-first environment with high levels of personal responsibility. Tech-savvy and open to experimenting with new tools and platforms. Benefits Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office. Unlimited Holidays: As long as your responsibilities are met. Qualified Leads: Supplied to help you grow faster. Growth Budget: Funding available for events, marketing, or any initiative you believe in. Client Portfolio: Clients to manage as current planner is at capacity Flat Structure: Work directly with senior leadership and help shape the firm. Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success. How to Apply If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you.

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.To apply for the Financial Planner role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 867543