Junior Advisor

IDEX Consulting Ltd; United Kingdom; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial advising business in the South West is seeking a Trainee Financial Advisor to join their team in Bristol. This opportunity includes a structured Planner Academy programme with up to 12 months training, mentorship by a Chartered Financial Planner, and the chance to manage an existing client portfolio. Ideal candidates will be Level 4 qualified with at least one year's advising experience. The role offers a competitive starting salary of £40,000, rising to £50,000 upon achieving CAS, and a hybrid working model between Bristol and Cheltenham.

Qualifications

• Level 4 qualified
• Minimum 1 year experience advising

Responsibilities

• Join a desk-based team and gain experience with high-net-worth clients.
• Progress through a Planner Academy programme under a Chartered Financial Planner.

Job description

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 [e-mail]