Current jobs related to Trainee Client Advisor - Aberdeen, Aberdeen City - Marsh


  • Aberdeen, Aberdeen City, United Kingdom Cavendish House Recruitment Full time

    Financial Advisor Trainee OpportunityCavendish House Recruitment is seeking a highly motivated and ambitious individual to join our team as a Financial Advisor Trainee. This is an exciting opportunity for a Trainee or Junior Advisor to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.The RoleAs a Financial...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish House Recruitment Full time

    Financial Advisor Trainee OpportunityCavendish House Recruitment is seeking a highly motivated and ambitious individual to join our team as a Financial Advisor Trainee. This is an exciting opportunity for a Trainee or Junior Advisor to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.The RoleAs a Financial...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a Trainee Financial Advisor, you will have the opportunity to work with an established client bank and conduct annual reviews, while also actively pursuing new business opportunities.This is a rare opportunity for a Trainee Advisor or Paraplanner...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a Trainee Financial Advisor, you will have the opportunity to work with an established client bank and conduct annual reviews, while also actively pursuing new business opportunities.This is a rare opportunity for a Trainee Advisor or Paraplanner...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a Trainee Financial Advisor, you will have the opportunity to work with an established client bank and conduct annual reviews, while also pursuing new business opportunities.This is a rare chance for a Trainee Advisor or Paraplanner to step into an...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a Trainee Financial Advisor, you will have the opportunity to work with an established client bank and conduct annual reviews, while also pursuing new business opportunities.This is a rare chance for a Trainee Advisor or Paraplanner to step into an...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Firm Seeks Trainee Advisor **About the Role** Cavendish Maine is a renowned Financial Planning firm operating across the UK, with a presence in Aberdeen. We are seeking a Trainee Financial Advisor to join our team in Aberdeen, where you will have the opportunity to work closely with a more Senior Advisor. **Key Responsibilities** *...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Firm Seeks Trainee Advisor **About the Role** Cavendish Maine is a renowned Financial Planning firm operating across the UK, with a presence in Aberdeen. We are seeking a Trainee Financial Advisor to join our team in Aberdeen, where you will have the opportunity to work closely with a more Senior Advisor. **Key Responsibilities** *...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    Job OpportunityCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a renowned Financial Planning firm, they offer a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with ongoing training and development.The RoleAs a Trainee Financial Advisor, you will service an...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time

    Job OpportunityCavendish Maine is seeking a talented Trainee Financial Advisor to join their Aberdeen office. As a renowned Financial Planning firm, they offer a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with ongoing training and development.The RoleAs a Trainee Financial Advisor, you will service an...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and work closely with a senior advisor to build a profitable client bank.Key...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Recruitment Full time

    Financial Planning Trainee OpportunityCavendish Maine Recruitment is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. This is a rare opportunity to step into an employed Advisory role with an established client book, offering ongoing training and development.The RoleAs a Financial Planning Trainee, you...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Recruitment Full time

    Financial Planning Trainee OpportunityCavendish Maine Recruitment is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. This is a rare opportunity to step into an employed Advisory role with an established client book, offering ongoing training and development.The RoleAs a Financial Planning Trainee, you...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to work closely with a Senior Advisor and develop your skills in financial planning and advisory services.Key Responsibilities:Service an...


  • Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

    Financial Planning Trainee OpportunityCavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to work closely with a Senior Advisor and develop your skills in financial planning and advisory services.Key Responsibilities:Service an...

Trainee Client Advisor

3 months ago


Aberdeen, Aberdeen City, United Kingdom Marsh Full time

Marsh Commercial - Enterprise


Marsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world's leading insurance broker

The role:
Trainee Client Advisor


We have a fantastic opportunity for a Client Advisor to join our Enterprise team in either Aberdeen, Perth, Glasgow, Edinburgh or Dundee.

The successful applicant will manage their own portfolio of clients and be responsible for servicing a range of commercial insurance policies.


This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.


As a Trainee Client Advisor, once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients, this can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.


What can you expect:

  • An opportunity to join an established and client focused broking team of professional Account Handlers
  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.
  • Handle small commercial classes and products within a wideranging client base
  • To build and maintain an excellent rapport with our clients, providers, and colleagues across the Group.

What you will be rewarded with:

  • Competitive Benefits Package including: 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  • Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.

We will rely on you to:

  • Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
  • Manage all daytoday queries, new business, renewals, amendments and midterm adjustments.
  • Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
  • Serve as a client contact for daytoday needs and answer standard or more difficult client questions to improve the client experience.
  • Maintain a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

What you need to have:

  • Previous experience within a client/customer facing role, this can be gained from within a similar role or working in environments.
  • Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education
  • Ability to remain calm under pressure and be able to work flexibly when required
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously
  • Have experience utilising the Microsoft Office suite and similar products

What makes you stand out:

  • A desire for a longterm career within the insurance industry
  • A thirst for learning and the opportunity to study for further insurance related qualifications
  • Prior insurance experience, although this is not essential


Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office.

All Marsh McLennan colleagues are expected to be in their local based teams will identify at least one "anchor day" per week on which their full team will be together in person.

office or working onsite with clients at least three days per week.

Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

MaCom#