CrawlJobs Logo

Trainee Financial Advisor

idexconsulting.com Logo

IDEX Consulting Ltd

Location Icon

Location:
United Kingdom , Bristol

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

30000.00 - 35000.00 GBP / Year

Job Description:

We're partnered with a national IFA business looking for a Trainee Financial Advisor to join their thriving Bristol office. This is a fantastic opportunity for a aspiring advisor to join a solid desk-based team, and gain valuable exposure to highly affluent and high-net-worth clients. This role offers a clear pathway to a rewarding and lucrative career in financial advice, with structured growth and strong support.

Requirements:

  • Nearly Level 4 qualified (desired)
  • Ambitious with a desire to progress
  • Ideally, some experience in financial advising
What we offer:
  • Bonus structure
  • Clear structured training with funded exams
  • 5% pension contribution
  • Death-in-service benefit (4x salary)
  • BUPA Healthshield plan
  • 25 days holiday + bank holidays (increasing to 28 days after 5 years)

Additional Information:

Job Posted:
January 11, 2026

Expiration:
April 19, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Trainee Financial Advisor

Entry Level Financial Advisor

Are you ready to kickstart your career in the exciting world of Financial Servic...
Location
Location
United Kingdom , Colchester
Salary
Salary:
28000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A or B in GCSE Maths is essential
  • Strong A Levels or a graduate
  • CII Financial Adviser Exam or exams are ideal, but not mandatory
Job Responsibility
Job Responsibility
  • Conducting thorough research on Pension, Investment, and Protection options
  • Preparing Discussion Documents for Financial Adviser Meetings
  • Managing the Pre-Submission Process efficiently
  • Crafting detailed Suitability Reports
  • Arranging the Advisor's diary and arranging annual reviews
  • Running the Advisor back-office system
  • Welcoming clients and ensuring a positive experience during Adviser meetings
  • Point of contact for the clients on behalf of the Advisor
What we offer
What we offer
  • Opportunities for professional development and progression including sponsorship for financial services related qualifications
  • A supportive and friendly team environment
  • A comprehensive benefits package, including pension plans
  • Pay rises for each financial services related exam passed
  • Fulltime
Read More
Arrow Right

Trainee Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...
Location
Location
United Kingdom , Taunton
Salary
Salary:
42000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A proven track record in a professional or customer-facing role
  • Outstanding communication skills - both written and verbal
  • A strong educational background
  • A passion for personal growth and a hunger for success
Job Responsibility
Job Responsibility
  • Engage in a comprehensive training programme with mentorship from experienced advisors
  • Study for and achieve industry-recognised qualifications
  • Support lead generation by connecting with potential clients and understanding their needs
  • Build strong relationships with clients and colleagues alike
What we offer
What we offer
  • Structured Training Programme with full qualification support
  • Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
  • Free Fruit Baskets, widescreen TV, and comfy breakout areas
  • Generous Holiday Allowance
  • Access to Bupa Healthcare Plan
  • Uncapped Earning Potential once qualified
  • Fulltime
Read More
Arrow Right
New

Account Manager

Mayvue offers the best of both worlds the momentum of a high growth company pair...
Location
Location
United States , Pittsburgh
Salary
Salary:
Not provided
mayvue.com Logo
Mayvue Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience selling technology or software solutions
  • Proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Teams, Outlook)
  • Working within a CRM to track and document your own results
  • Strong written and verbal communication skills with a customer-first mindset
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact between customers and Mayvue’s internal teams
  • Own the full customer lifecycle, developing and executing strategies to drive retention and growth
  • Evaluate customer needs and recommend upgrades or additional services that add value
What we offer
What we offer
  • Base plus a commission structure
  • Unlimited PTO
  • Life Insurance at no cost to employees
  • Healthcare insurance (Premiums are partially paid for by Mayvue)
  • Dental and vision at no cost to employees and dependents
  • Optional supplemental life insurance
  • Health Savings Account
  • Employer contributions to your 401(k) up to 50% of contributions on the first 5% deferred.
  • Hybrid/remote work available
  • Flexible schedule
  • Fulltime
Read More
Arrow Right
New

Director of Recruiting

The Director of Recruiting will lead the development and execution of a high-per...
Location
Location
Salary
Salary:
Not provided
mozilla.org Logo
Mozilla
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7-10 years of experience in recruiting
  • At least 3 years in a senior leadership role
  • Proven experience in a fast-paced, high-growth company
  • Demonstrated success in building and scaling high-performance recruiting teams with a focus on data driven decision making
  • Strong strategic thinking and leadership abilities
  • Excellent interpersonal and communication skills
  • Proficiency with applicant tracking systems (ATS) and other recruiting technologies, Greenhouse preferred
  • Ability to analyze data and metrics to drive decisions
  • Strong project management and organizational skills
  • Deep understanding of talent acquisition best practices and industry trends
Job Responsibility
Job Responsibility
  • Strategic Leadership: Develop and implement a comprehensive recruiting strategy aligned with the company’s growth objectives and high-performance standards
  • Team Building and Development: Build, lead, and mentor a high-performing recruiting team, fostering a culture of excellence and continuous improvement
  • Metrics and Reporting: Establish key performance indicators (KPIs) and metrics to track the effectiveness of recruiting strategies and make data-driven decisions
  • Scalability: Design and implement scalable recruiting processes and systems to meet the demands of the organization
  • Stakeholder Collaboration: Partner with senior leadership, hiring managers, and business partners to understand workforce needs and develop effective recruiting plans
  • Diversity and Inclusion: Promote diversity and inclusion in all recruiting efforts
  • Technology Utilization: Leverage advanced recruiting technologies and tools to optimize the talent acquisition process
What we offer
What we offer
  • Generous performance-based bonus plans
  • Rich medical, dental, and vision coverage
  • Generous retirement contributions with 100% immediate vesting
  • Quarterly all-company wellness days
  • Country specific holidays plus a day off for your birthday
  • One-time home office stipend
  • Annual professional development budget
  • Quarterly well-being stipend
  • Considerable paid parental leave
  • Employee referral bonus program
Read More
Arrow Right
New

Senior Manager, Workplace Technology

The role is part of the IT Function within the broader Mozilla Infrastructure te...
Location
Location
Canada; United States
Salary
Salary:
184000.00 - 288000.00 USD / Year
mozilla.org Logo
Mozilla
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of progressive experience in developing and delivering a robust workplace technology framework
  • Proven people leadership: managing managers/ICs, setting strategy and roadmaps, and delivering reliable services at scale
  • Strong critical thinking skills with the ability to drive long-term organizational impact
  • Proven ability to translate vision into results — navigating ambiguity and constraints with creativity, teamwork, and clear prioritization to meet business needs
  • Ability to collaborate and influence a diverse group of stakeholders to address cross-functional challenges and lead change
  • Strong understanding and deep knowledge of enterprise systems and services with security and compliance best practices
  • Hands-on experience managing SaaS and UC platforms (Google Workspace, Slack, Zoom, Atlassian) and literacy with SSO/IAM (Okta/Azure AD, SAML/OIDC, SCIM) and workflow automation
  • Experience designing and running scalable onboarding, offboarding, and mover processes and self-service experiences that “shift left” and reduce ticket volume
  • Bias for automation and measurement: using APIs, scripting, and integration platforms to remove toil and make data-driven decisions with SLIs/SLOs, CSAT, and adoption metrics
  • Ability to develop incident Root Cause Analysis (RCA) and remediation plans to resolve risk deficiencies working with respective stakeholder teams
Job Responsibility
Job Responsibility
  • Own the Workplace Tech portfolio — Collaboration Suite & Enterprise GenAI tools (Google Workspace, Slack, Zoom, Atlassian, OpenAI/Claude/Gemini), AV/UC (rooms, conferencing, telephony/VoIP/softphones), SSO/IAM, Enterprise Search, and workflow automations
  • Define, implement, and operationalize Enterprise Service and Data architecture to enable secure and efficient automated self-serve workflows across the organization
  • Lead, coach, and grow a high-performing team
  • set clear goals/OKRs, establish SOPs/runbooks, and foster a culture of reliability, transparency, and continuous improvement
  • Lead with clarity and collaboration: communicate a clear vision, invite dialogue, and build consensus to move initiatives forward effectively
  • Be a key advisor to senior leadership on workplace technology risks, strategies, and long-term planning
  • Lead operational excellence initiatives: define SLAs/SLOs/SLIs, instrument health dashboards, and strengthen incident, problem, and change management practices to reduce MTTR and prevent recurrences
  • Build and scale onboarding, offboarding, and mover workflows (API-driven) across identity, access, devices, and collaboration tools — secure, auditable, and fast
  • Establish and enforce data protection controls (DLP, classification, retention, sharing policies) in partnership with Security, Legal, and Privacy
  • manage exceptions and review cycles
What we offer
What we offer
  • Generous performance-based bonus plans
  • Rich medical, dental, and vision coverage
  • Generous retirement contributions with 100% immediate vesting
  • Quarterly all-company wellness days
  • Country specific holidays plus a day off for your birthday
  • One-time home office stipend
  • Annual professional development budget
  • Quarterly well-being stipend
  • Considerable paid parental leave
  • Employee referral bonus program
  • Fulltime
Read More
Arrow Right
New

Product Development Engineer 2

The Product Development Engineer II provides strong technical and engineering su...
Location
Location
United States , Irvine
Salary
Salary:
Not provided
gomillenniumsoft.com Logo
MillenniumSoft Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2- 4 years of engineering experience in the medical device industry
  • Hands-on experience with product testing, verification, and design documentation
  • Experience working with laboratory or industrial equipment (as applicable)
  • Strong engineering fundamentals and problem-solving skills
  • Proficiency in MS Office Suite
  • CAD experience preferred
  • Understanding of basic statistical techniques
  • Strong documentation, written and verbal communication skills
  • Ability to manage competing priorities in a fast-paced environment
  • Strong analytical, organizational, and critical thinking skills
Job Responsibility
Job Responsibility
  • Provide engineering support for new product development and existing product enhancements
  • Support current products related to quality, manufacturing, supply continuity, and cost improvements
  • Execute technical and cross-functional project work
  • Contribute innovative ideas for new products and performance enhancements
  • Understand customer needs through literature reviews, interviews, observation, competitive analysis, and prototype evaluations
  • Translate customer needs into engineering requirements and product, packaging, and process specifications
  • Apply engineering fundamentals to design robust, manufacturable products
  • Develop and execute test methods, including protocols, test setups, and measurement systems
  • Analyze test results and prepare detailed technical reports for design verification and product changes
  • Generate work instructions, test methods, engineering drawings, and prototypes
  • Fulltime
Read More
Arrow Right
New

Senior Software Engineer - Engineering Workflow and CI

Firefox developers land code every day to delight users with new features and im...
Location
Location
Salary
Salary:
Not provided
mozilla.org Logo
Mozilla
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven Python skills, including building services
  • Front-end development experience, including JavaScript proficiency
  • Experience with Python frameworks (e.g., FastAPI, Flask, Django), Cloud Services (e.g., GCP, AWS) and REST
  • Solid understanding of databases and SQL
  • Experience with CI/CD systems (e.g., GitHub Actions, CircleCI) and test harnesses
  • Comfortable working cross-platform, familiar with at least 2 of: Windows, Linux, Mac, Android
  • A passion for enhancing developer productivity
  • Commitment to our values: Welcoming differences, Being relationship-minded, Practicing responsible participation, Having grit
Job Responsibility
Job Responsibility
  • Improve Firefox development workflows to reduce time spent testing and debugging test failures as well as more integration/automation of workflows
  • Work with a geographically-distributed development team
  • Mentor other team members and be mentored by more senior team members
  • Collaborate with other teams by providing code review and technical direction
  • Look at data, make dashboards, identify trends in Firefox development workflow
What we offer
What we offer
  • Generous performance-based bonus plans
  • Rich medical, dental, and vision coverage
  • Generous retirement contributions with 100% immediate vesting
  • Quarterly all-company wellness days
  • Country specific holidays plus a day off for your birthday
  • One-time home office stipend
  • Annual professional development budget
  • Quarterly well-being stipend
  • Considerable paid parental leave
  • Employee referral bonus program
  • Fulltime
Read More
Arrow Right
New

General Assembler 1

The General Assembler I is responsible for supporting the fabrication, assembly,...
Location
Location
United States , Sandy
Salary
Salary:
Not provided
gomillenniumsoft.com Logo
MillenniumSoft Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0 to 1 year of manufacturing or assembly experience
  • Entry-level candidates are encouraged to apply
  • Basic manufacturing and assembly skills
  • Ability to read, write, and understand English instructions and specifications
  • Basic math skills
  • Attention to detail
  • Effective verbal communication skills
  • Ability to work in a team-oriented environment
  • Willingness to learn and adapt to different tasks
  • Must be able to work flexible and/or extended hours
Job Responsibility
Job Responsibility
  • Perform assembly, fabrication, testing, and packaging of medical devices
  • Set up, operate, maintain, and troubleshoot manufacturing equipment
  • Conduct quality inspections in accordance with specifications
  • Follow clearly defined SOPs and quality guidelines
  • Document work as required and maintain compliance with procedures
  • Use basic measurement tools, including microscopes
  • Rotate across different tasks and responsibilities as needed
  • Work collaboratively with team members and supervisors
  • Maintain regular, punctual attendance and flexibility with work hours
  • Fulltime
Read More
Arrow Right