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Financial Consultant Financial Advisor

Trainee Financial Advisor | Fast-Track to Chartered Planner

Job in Wrexham, Wrexham County, LL13, Wales, UK
Listing for: IDEX Consulting Ltd
Apprenticeship/Internship position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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.
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