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 need

• Level 4 Diploma in Financial Planning (or equivalent)
• Driving License 
• Confident client communicator
• Organised and detail-focused approach
• Ability to work within a structured advisory process

Package

• £40,000-£45,000 basic + bonus
• 30 days holiday + bank holidays + Christmas closure
• Birthday day off
• Pension scheme
• Study support and professional development
• Employee assistance programme

This is an opportunity to join a well-supported advisory environment where the emphasis is on delivering consistent, high-quality financial planning rather than volume-driven sales activity.

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