Location
Bristol
Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref88578
Recruiter Managing This Role
Are you passionate about a long-term career in financial advice? Ready to take the next step towards becoming a fully qualified adviser? Were working with a respected wealth management firm looking to hire a Trainee Financial Adviser to join their growing team.
What youll do:
1. Work closely with experienced Financial Advisers to support client meetings and advice delivery
2. Begin to build your own client relationships under supervision
3. Learn how to conduct fact-finds, risk assessments, and prepare advice documentation
4. Receive hands-on training while progressing through your Diploma in Regulated Financial Planning (if not already completed)
What were looking for:
5. Ideally Diploma qualified (or working towards R0 exams)
6. Experience in a Paraplanning or IFA Admin role preferred but not essential
7. A genuine desire to become a successful Financial Adviser
8. Confident communicator with strong ethics and attention to detail
Whats on offer:
9. Structured development plan to become a Financial Adviser
10. Competitive salary
11. Bonus scheme + full study support
12. Supportive, collaborative team environment
13. Opportunity to progress into a client-facing role in a well-established firm
If youre ready to take the leap into advice, apply now or get in touch for more information!