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Trainee Financial Advisor

Cap Resourcing Ltd·Bristol (South West England)Junior
Salary not stated
Vox Summary
  • Role Description: Ambitious Trainee Financial Planner joining an independent financial advisory practice, focusing on developing skills under experienced team guidance.
  • Key Requirements: Experience in an IFA practice, close to completing Level 4 CII Diploma in Regulated Financial Planning, strong technical knowledge, and client service passion.
  • Conditions & Benefits: Offers mentoring, career progression, competitive salary with bonus, and long-term career development opportunities.
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Job description

Trainee Financial PlannerLocation: Bristol Are you ready to take the next step towards becoming a Financial Planner? We're looking for an ambitious Trainee Financial Planner to join a highly respected Independent Financial Advisory practice in Bristol. This is an excellent opportunity for someone who is very close to achieving their Level 4 CII Diploma, and is looking to develop under the guidance of an experienced team. What we're looking for: • Experience working within an IFA practice. • Close to completing your Level 4 CII Diploma in Regulated Financial Planning. • Strong technical knowledge and excellent attention to detail. • A genuine passion for delivering exceptional client service and progressing your career. In return, you'll receive excellent mentoring, genuine career progression, a competitive salary with bonus, and the opportunity to build a long-term career with a supportive and growing firm. If you're ready to make the move from paraplanning or administrator into a trainee adviser role, we'd love to hear from you.

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Original source
reed.co.uk
Posted
Jun 29, 2026 · true date
Last verified
2 hours ago
Quality score
35/100
Salary stated0
Company identified0
applyUrl0
postedAt15
Complete description20

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