This job is no longer available
This job expired on 27/09/2026. It no longer accepts applications.
Trainee Financial Planner – Bristol
Cap Resourcing Ltd · Bristol
Job description
About the role
We are seeking an ambitious Trainee Financial Planner to join a respected Independent Financial Advisory practice in Bristol. This role is ideal for someone close to completing their Level 4 CII Diploma and eager to develop under the guidance of an experienced team.
Key responsibilities
- Develop your advisory skills under the mentorship of senior advisers.
- Transition from paraplanning or administrative duties into a client‑facing adviser role.
- Support the delivery of high‑quality client service as part of the team.
Required profile
- Experience working within an IFA practice.
- Close to completing a Level 4 CII Diploma in Regulated Financial Planning.
- Strong technical knowledge and excellent attention to detail.
- Genuine passion for delivering exceptional client service and progressing your career.
Required skills
What we offer
- Excellent mentoring and genuine career progression.
- Competitive salary with bonus potential.
- Opportunity to build a long‑term career with a supportive and growing firm.
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Cap Resourcing Ltd
Bristol
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