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Trainee Financial Advisor | Fast-Track to Chartered Planner

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: IDEX Consulting Ltd
Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR
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.
As a Trainee Financial Advisor | Fast-Track to Chartered Planner, you will play an important part at IDEX Consulting Ltd in United Kingdom. We appreciate your interest in this position. Join IDEX Consulting Ltd and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.
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