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I'm partnered with a National IFA business seeking a Junior Financial Advisor to join their thriving firm at their Bristol office.This is a fantastic opportunity to get your foot in the door with an established business within the advisory industry, offering rare exposure to highly affluent and high net worth clients. Shadowing experienced advisors, you will attend client meetings and assist the advisors with their day to day schedules, and work towards being Diploma qualified.The ideal candidate needs to be experienced within the financial services industry, either as a Paraplanner or Technical Administrator in order to qualify for this position.
- Progression: Achieve Level 4 qualification within the first 12 months and increase your salary to £40,000 - with full support from the business, including covering all training and exam costs.
- Work Schedule: 2 days per week in the Bristol office.
Benefits:
- 5% pension contribution.
- Death in service benefit (4x salary).
- BUPA health plan via Healthshield.
- 25 days holiday + bank holidays (increasing to 28 days after 5 years).
What We're Looking For:
- A background in financial services (paraplanner or administrative experience).
- Ambition to develop into a qualified financial advisor.
- Commitment to completing professional qualifications and delivering exceptional client service.
This is an incredible pathway to a rewarding and lucrative career in financial advice, with a clear structure for growth and support along the way. If this role sounds like it could be for you, and you would like some more information please send your CV to
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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.
