Junior Advisor

Job in Perth, Perth and Kinross, PH1, Scotland, UK

Listing for: IDEX Consulting Ltd

Full Time position
Listed on 2026-07-04

Job specializations:

Finance & Banking
Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR

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 an exciting opportunity for an advisor to join a well-established, desk-based team and gain meaningful experience with highly affluent and high-net-worth clients. You will progress through a specialised Planner Academy programme, typically lasting 6 to 12 months, and have the chance to work under the guidance of a Chartered Financial Planner, inheriting an existing client portfolio.

About the role Salary & Progression

Starting at £40,000 rising to £50,000 upon achieving CAS.

Work Schedule

Hybrid – Split between Bristol and Cheltenham - UK driving license required

What we’re looking for

Those that are Level 4 qualified
Ambitious with a desire to progress
Minimum 1 year experience advising

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

#J-18808-Ljbffr

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