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Junior Advisor

IDEX Consulting Ltd

Remote, Remote, United-Kingdom Full-time June 20, 2026

Found Description

We’re partnered with a South West financial advising business looking for a Trainee Financial Advisor to join their thriving team in Bristol.

This is an exciting opportunity for an advisor to join a well-established, desk-based team and gain meaningful experience with highly affluent and high-net-worth clients. You will progress through a specialised Planner Academy programme, typically lasting 6 to 12 months, and have the chance to work under the guidance of a Chartered Financial Planner, inheriting an existing client portfolio.

About the role

Salary & Progression

Starting at £40,000 rising to £50,000 upon achieving CAS.

Work Schedule

Hybrid – Split between Bristol and Cheltenham - UK driving license required

What we’re looking for

  • Those that are Level 4 qualified
  • Ambitious with a desire to progress
  • Minimum 1 year experience advising

This role offers a clear pathway to a...

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