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Posted 21 July, 2026

Trainee Financial Advisor

Cap Resourcing Ltd
Bristol, ENG, GB Full Time

Job Description

Trainee Financial Planner\n

Location: Bristol

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Are you ready to take the next step towards becoming a Financial Planner?

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We're looking for an ambitious Trainee Financial Planner to join a highly respected Independent Financial Advisory practice in Bristol. This is an excellent opportunity for someone who is very close to achieving their Level 4 CII Diploma, and is looking to develop under the guidance of an experienced team.

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What we're looking for:

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  • Experience working within an IFA practice.
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  • Close to completing your Level 4 CII Diploma in Regulated Financial Planning.
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  • Strong technical knowledge and excellent attention to detail.
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  • A genuine passion for delivering exceptional client service and progressing your career.
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In return, you'll receive excellent mentoring, genuine career progression, a competitive salary with bonus, and the opportunity to build a long-term career with a supportive and growing firm.

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If you're ready to make the move from paraplanning or administrator into a trainee adviser role, we'd love to hear from you.