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Trainee Financial Advisor | Fast-Track to Chartered Planner
Job in
Antrim, Antrim Town, County Antrim, Northern Ireland, UK
Listed on 2026-07-04
Listing for:
IDEX Consulting Ltd
Apprenticeship/Internship
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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