Trainee Adviser - Bristol, United Kingdom - Idex
Description
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 on client meetings to get to know the systems and clients.
To be a successful applicant you must have recent experience of working within an IFA firm, either as a Paraplanner/ IFA Administrator or as a Trainee Advisor and have the desire to be a highly successful chartered financial planner.
This role will offer hybrid working with the expectation for you to travel to the North Bristol offices once/twice a week.
Visit the IDEX Consulting Ltd website for further opportunities.
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