Trainee Adviser

We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.

This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients. The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.

To be a successful applicant you must have recent experience of working within an IFA firm, either as a Paraplanner/ IFA Administrator or as a Trainee Advisor and have the desire to be a highly successful chartered financial planner. This is a full time role.

This role will offer hybrid working with the expectation for you to travel to the North Bristol offices once/twice a week.

This is a fantastic opportunity for someone who wants to kick start their financial planning career!

For more information on this trainee financial planning role in Bristol please click apply and we will be in touch.

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Our Diversity, Equity and Inclusion Mission

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.