Trainee Advisor

What we're looking for:

• Those that are level 4 qualified
• Ambitious with a desire to progress
• Previous experience advising

We're partnered with a South West financial advising business looking for a Trainee Financial Advisor to join their thriving team in Bristol. This is a fantastic opportunity for an Advisor to join a solid desk-based team and gain valuable exposure to highly affluent and high-net-worth clients. You will go through our Planner Academy programme. This typically takes between 6 and 12 months and will have the opportunity to be working under the supervision of one of their Chartered Financial Planners, inheriting an existing client bank.

This role offers a clear pathway to a rewarding and lucrative career in financial advice, with structured growth and strong support. If this sounds like the opportunity for you, please send your CV to Samantha

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.