At a Glance
- Tasks: Support clients in achieving their financial goals while learning from experienced advisors.
- Company: Respected Independent Financial Advisory practice in Bristol.
- Benefits: Competitive salary, bonuses, excellent mentoring, and career progression.
- Other info: Join a supportive team and build a long-term career in finance.
- Why this job: Kickstart your career in finance with hands-on experience and guidance.
- Qualifications: Close to completing Level 4 CII Diploma and experience in IFA practice.
The predicted salary is between 40000 - 45000 £ per year.
Trainee Financial Planner
Location
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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Trainee Financial Advisor in Bristol employer: CAP Resourcing LTD
Join a highly respected Independent Financial Advisory practice in Bristol, where you'll benefit from excellent mentoring and genuine career progression as you work towards becoming a Financial Planner. Our supportive work culture fosters growth and development, offering a competitive salary with bonuses, making it an ideal environment for ambitious individuals eager to deliver exceptional client service.
