We’re partnered with a South West financial advising business looking for a Trainee Financial Advisor to join their thriving team in Bristol.
This is an exciting opportunity for an advisor to join a well-established, desk-based team and gain meaningful experience with highly affluent and high-net-worth clients. You will progress through a specialised Planner Academy programme, typically lasting 6 to 12 months, and have the chance to work under the guidance of a Chartered Financial Planner, inheriting an existing client portfolio.
About the role
Salary & Progression
Starting at £40,000 rising to £50,000 upon achieving CAS.
Work Schedule
Hybrid – Split between Bristol and Cheltenham – UK driving license required
What we’re looking for
- Those that are Level 4 qualified
- Ambitious with a desire to progress
- Minimum 1 year experience advising
This role offers a clear pathway to a rewarding and lucrative career in financial advice, with structured growth and strong support.
If this sounds like the opportunity for you, please send your CV to Samantha.durbridge@idexconsulting.com
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