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Want to work with us?

Trainee Financial Adviser

Location: Bath

Salary: Starting £21k, with potential increase from 6 months. We expect you to be earning £40k after 3-4 years.


We are seeking enthusiastic and talented graduates who want to build a successful career in financial advice.

The role requires intelligence and empathy in equal measure. It is a professional services role, NOT a sales job, and successful candidates are committing themselves to at least 3 years of hard work, study and exams.

The Candid Culture

We're a fast-growing entrepreneurial business that rewards talent and hard work, which means excellent opportunities to advance your career in a dynamic, non-traditional environment. Our strong proposition and reputation means we're not short of enquiries, we're the antithesis of a traditional sales-driven financial advice firm. We work hard to provide our clients with great advice and service, so you'll need to share our enthusiasm.

The Career Path

We will expect you to start studying for professional exams soon after joining, whilst also learning about all aspects of our business from the ground up. There will be plenty of support along the way, but a self-starting attitude, initiative and common sense are key requirements.

If you pass exams and meet our high standards of service and professionalism your role, responsibility and income will rise quickly.

You can expect to reach base financial adviser status within two years and then continue working towards Chartered status, including the potential to take on management roles.

To Apply

If you believe you can make a positive contribution to our business please email your CV and a covering note to Your covering note should clearly explain in no more than 150 words why you would be ideal for the role.