Trainee Advisor

4 weeks ago


Bristol, Bristol, United Kingdom Idex Full time
Are you a Mortgage and Protection Adviser who has recently qualified with your level 4 diploma in financial planning?

Or maybe you hold your CeMap qualifications and Level 4 in financial planning but haven't had the opportunity to move into a client facing role?

Looking for that opportunity to kick start your career as a successful Financial Planner?


We are pleased to be working with a specialist financial planning firm with offices across the South of the UK.

Due to recent expansion they are now looking to hire into their trainee financial planning team on a remote basis.


You will receive full support and training to obtain CAS, you will be provided with a client bank and leads but also receive mentorship on how to build, present and grow your AUM.

Successful individuals will need to hold the level 4 diploma and be keen to develop your own client bank via warm internal referrals,

For more information on this remote Trainee Financial Planner role, please click apply

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.



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.
  • Trainee Sales Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Candid Full time

    Clark UK is Recruiting We are looking for enthusiastic people to join our new Trainee Sales advisor team where no experience is required as full training will be given. Clark UK is an innovative Insuretech business located in modern offices in Bristol UK and is part of the group, a pan European Insuretech unicorn. We are growing and looking for great people...


  • Bristol, Bristol, United Kingdom Taylors Full time

    Job DescriptionTaylors in Bradley Stoke offers structured and transparent progression opportunities – Competitive basic salary – Car allowance - Warm leads – Industry leading training – Agile and nimble IT systemsWhat's in it for you as our Trainee Mortgage Advisor?Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA...


  • Bristol, Bristol, United Kingdom Lyons Davidson Solicitors Full time

    Do you take pride in delivering an excellent service to customers and clients?Do you want to make a difference to people's lives on a daily basis?Do you hope to gain experience in a legal environment?If you've answered YES to any of these questions then READ ON.We are looking for ambitious and proactive people who enjoy talking to real people and using their...


  • Bristol, Bristol, United Kingdom Idex Full time

    Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...


  • Bristol, Bristol, United Kingdom Idex Full time

    Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...


  • Bristol, Bristol, United Kingdom Virtus Talent Full time

    Package: £20 - £24kbasic salary for entry level. Flexible for experience + plus uncapped commission - (Year 1 OTE £35K OTE, Year 2 OTE £45K OTE)Junior Tech Recruiter - Sales - Recruitment - The CompanyOur client is a multi-award-winning recruitment specialist headquartered in Bristol. They provide recruiting excellence across technology and digital...

  • 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 BristolOpportunity to develop from an IFA Administrator or Paraplanner to a fully qualified IFACollaborate closely with the Chartered Financial Planner3 days per week supporting with technical administrationSitting in on client meetings to get to know the...

  • Trainee Advisor

    3 weeks ago


    Bristol, Bristol, United Kingdom Idex Full time

    We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser This role will see you working closely with the senior members of staff, understanding the full financial planning process that the client goes through, working closely with them to help them achieve their...

  • Trainee Adviser

    2 weeks ago


    Bristol, Bristol, United Kingdom Idex Full time

    We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 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...

  • Early Careers Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Page Personnel Secretarial & Business Support Full time

    A permanent Early Careers Advisor position based in Bristol or Southampton which offers hybrid working and a competitive salary. Salary 35-45k.Reporting to and supporting the Early Careers Manager, you will together be responsible for the day-to-day experience of early careers colleagues across the firm, supporting the successful roll out of our early...

  • Trainee Parts Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom AB Volvo Full time £25,000

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies...


  • Bristol, Bristol, United Kingdom Marsh Full time

    ENTEPRISE CENTRE OF EXCELLENCE MARSH COMMERCIAL - BRISTOLMarsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.Marsh Commercial is member of the wider Marsh Group and with...

  • Trainee Parts Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Renault Truck Commercials Full time

    Renault Truck Commercials, based Bristol**Full time permanent position Mon Fri 40 hours **Saturday overtime will be available once established in the rolePaying up to £25,000 DOE plus overtime at time and a halfRole:You will be trained in how to deliver an excellent service supplying HGV parts to customers both over the counter and by telephone, as well as...

  • Audit Executive

    2 weeks ago


    Bristol, Bristol, United Kingdom Bishop Fleming UK Full time

    The role will enable you to take full advantage of the hybrid working that we offer to all of our people. Whether you're working from our office which is designed with agile working firmly in mind, or from home or a client site, we will support you to achieve the right balance of flexibility in line with delivering excellent client service. Outside of...

  • Audit Manager

    2 weeks ago


    Bristol, Bristol, United Kingdom Bishop Fleming UK Full time

    Audit Manager Employer Location Bristol (GB) Exeter (GB) Cheltenham (GB) Plymouth (GB) Worcester (GB) Truro (GB) Salary £Highly Competitive plus Excellent Benefits Closing date 18 Jun 2024 View more Sector Salary band Hours Where will they be working You need to or to save a job. Job Details About the Role Are you a motivated Audit Manager...


  • Bristol, Bristol, United Kingdom Peaple Talent Full time £45,000

    Senior or Principle Recruitment Consultant | up to £45,000 base | Hybrid Bristol Peaple Talent is a specialist recruitment firm in the UK's technology, data, renewables, and engineering markets. We want to be known as the recruitment firm that loves what it does and adds value. Our commission scheme is margin-linked, meaning your earning potential is in...

  • Tax Director

    2 weeks ago


    Bristol, Bristol, United Kingdom Bishop Fleming UK Full time

    Tax Director Employer Location Bristol (GB) Plymouth (GB) Truro (GB) Salary £Highly Competitive plus Excellent Benefits Closing date 18 Jun 2024 Sector , , Salary band Hours Where will they be working You need to or to save a job. Job Details About the role. We are looking to recruit an ambitious Tax Director to join our expanding tax team. This...


  • Bristol, Bristol, United Kingdom Bishop Fleming UK Full time

    We are looking for a talented Private Client Tax Manager to join our expanding tax team. This role will enable you to provide tax compliance and advisory services to a range of clients from business owners, property landlords to high net worth individuals. This is an outstanding career opportunity within a business that has been ranked as one of the Top 5...


  • Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Senior Corporate Tax Manager About the role We are looking to recruit an ambitious Senior Corporate Tax Manager to join our growing Bristol Tax Team. Working with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporates, you will get to work on a variety of interesting and challenging tax advisory projects which will...


  • Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Senior Corporate Tax Manager About the role We are looking to recruit an ambitious Senior Corporate Tax Manager to join our growing Bristol Tax Team. Working with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporates, you will get to work on a variety of interesting and challenging tax advisory projects which will...