Trainee Adviser

2 weeks ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time


Join Our Team as a Trainee Financial Planner in Bristol

  • Work with a chartered financial planning firm in Bristol
  • Opportunity to develop from an IFA Administrator or Paraplanner to a fully qualified IFA
  • Collaborate closely with the Chartered Financial Planner
  • 3 days per week supporting with technical administration
  • Sitting in on client meetings to get to know the systems and clients
  • 2 days per week studying towards qualifications and advisor training
  • Recent experience in an IFA firm required
  • Full-time role with hybrid working
  • Travel to North Bristol offices once or twice a week

This role is perfect for someone eager to kick start their financial planning career. If you have experience as a Paraplanner, IFA Administrator, or Trainee Advisor, and aspire to be a successful chartered financial planner, this is the opportunity you've been looking for


Our Diversity, Equity, and Inclusion Mission

At IDEX, we are dedicated to fostering an inclusion-first company culture where everyone is valued and encouraged to be their authentic selves at work. We understand that achieving diverse representation at all levels of our organization requires ongoing and measurable actions. We are devoted to promoting conscious inclusion throughout our business and establishing fair pathways for all.



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