Trainee Financial Adviser

Financial Adviser Bristol (also Taunton / Cheltenham options) £40,000-£45,000 + 40% New Business Bonus This is a servicing-focused Financial Adviser role within a growing wealth management business, managing an established client portfolio and delivering ongoing financial planning advice across pensions, investments and wider wealth planning needs. The role will suit either a newly qualified adviser ready to step into client-facing work, or an experienced adviser or banker looking for a more structured environment focused on client servicing.Full training will be provided. You''ll be given an allocated client bank and the support to manage and develop those relationships over time, with full administrative and technical backing from an experienced team. This is not a cold-calling or self-generated business development role. The focus is on delivering high-quality advice, maintaining strong client relationships, and ensuring consistent ongoing service.What you''ll needLevel 4 Diploma in Financial Planning (or equivalent)Driving License Confident client communicatorOrganised and detail-focused approachAbility to work within a structured advisory processPackage£40,000-£45,000 basic + bonus30 days holiday + bank holidays + Christmas closureBirthday day offPension schemeStudy support and professional developmentEmployee assistance programme This is an opportunity to join a well-supported advisory environment where the emphasis is on delivering consistent, high-quality financial ..... full job details .....