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Trainee Financial Planner

Job description

We are working with a Chartered financial Planning firm in Bristol who are looking to provide a level 4 qualified individual with the opportunity to join them as a Trainee Financial Planner and support with the development to become a registered IFA!

This opportunity will see you working closely with the Chartered financial planner, working with existing clients whilst taking on any of the new leads that come into the business.

To be a successful applicant you must hold your level 4 diploma as a minimum (or be very close to obtaining) hold a full driving license and have the desire to be a highly successful chartered financial planner.

This role will offer hybrid working with the expectation for you to travel to the North Bristol offices once/twice a week, and ultimately be on the road visiting clients when required.

This is a fantastic opportunity for someone who wants to kick start their financial planning career!

For more information on this trainee financial planning role in Bristol please click apply and we will be in touch.

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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.