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Chartered Financial Adviser – Trainee
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-02-24
Listing for:
The Private Office LLP
Apprenticeship/Internship
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Bath seeks a Trainee Adviser to support Sales Managers and Advisers. Responsibilities include preparing client notes, engaging clients, and managing client information. Candidates must have a minimum Level 4 Diploma in Regulated Financial Advice and possess excellent communication skills. The role offers a structured training program and generous benefits, encouraging aspiring financial advisers to develop their skills and reach their full potential.
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