Job Description
Trainee Financial Advisor - £40,000 + bonus – Bristol / Hybrid
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
Trainee Financial Advisor - £40,000 + bonus – Bristol / Hybrid