Trainee Financial Advisor

Trainee Financial Planner - Bristol, South West England

Ref: 665Thursday 18 August 2022

£35,000 - £47,000

A national IFA firm with its head office in Bristol is looking to take on a Trainee Financial Advisor, this role is ideal for either a Paraplanner looking to step up into Advice or for a Junior Advisor that is not getting the support or leads from their current IFA firm to develop.

We are looking for a professional, ethical, innovative, and naturally look for the best outcome for our clients. You should be a strong organiser with the ability to prioritise and have a positive ‘can do, will do’ attitude.

You should be a great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.

Salary: up to £47,000 + Benefits 


Experience in a Financial Planning role or Paraplanning

Experience of working with IT systems that support this service

Good technical knowledge and understanding of relevant regulations rules

Essential - Diploma in Financial Planning (or equivalent)



24 days annual leave increasing to 30 days with service plus 3 at Christmas

Support when you are sick including paid sick leave and group income protection from 13 weeks. Also access to vocational rehab including counseling, physio, and online GP services.

Private medical insurance

Life assurance

Group Pension – salary sacrifice

We are a genuinely flexible workplace and open to full and part time workers working in an office based or hybrid capacity with a variety of working hours.

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