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Trainee Financial Advisor

Job description

Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read on!

I am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.

The successful candidate will benefit from being mentored whilst engaging with clients and providing financial planning.

The business has its own in-house compliance and back office support team and use IO as their CRM system.

The business wants to help an aspiring Advisor with understanding the nuances of the back office systems, and platforms as well as being client facing.

With c.10,000 clients, the business is in good shape and this is a fantastic opportunity for someone seeking a career as a Financial Planner.

Please only apply if you already hold the Level 4 qualification in Regulated Financial Planning.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.