Bristol
Are you passionate about a long-term career in financial advice? Ready to take the next step towards becoming a fully qualified adviser? We’re working with a respected wealth management firm looking to hire a Trainee Financial Adviser to join their growing team.
What you’ll do:
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Work closely with experienced Financial Advisers to support client meetings and advice delivery
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Begin to build your own client relationships under supervision
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Learn how to conduct fact-finds, risk assessments, and prepare advice documentation
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Receive hands-on training while progressing through your Diploma in Regulated Financial Planning (if not already completed)
What we’re looking for:
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Ideally Diploma qualified (or working towards R0 exams)
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Experience in a Paraplanning or IFA Admin role preferred but not essential
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A genuine desire to become a successful Financial Adviser
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Confident communicator with strong ethics and attention to detail
What’s on offer:
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Structured development plan to become a Financial Adviser
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Competitive salary
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Bonus scheme + full study support
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Supportive, collaborative team environment
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Opportunity to progress into a client-facing role in a well-established firm
If you’re ready to take the leap into advice, apply now or get in touch for more information!