Financial Services Trainee
7 days ago
Cavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Advisor. This is an exciting opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.
About the Role
In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities. You will work closely with a more Senior Advisor and have the opportunity to work on a hybrid basis once trained.
About the Company
Cavendish Maine is a leading Financial Planning firm that offers ongoing training and development opportunities. They have a collaborative team that values innovation and client satisfaction, and they are committed to providing their employees with the tools and support they need to succeed.
What We Offer
- Salary up to £40k DOE
- Opportunities for professional growth and development, with funded Exams and continuous in-house training
- A collaborative team that values innovation and client satisfaction
- Company Group Pension Scheme (5%)
- Group Income Protection
- Corporate cash plan
- Internal benefits and incentives
About You
We are looking for a candidate who has a desire to progress as a Financial Advisor and has experience as either a Trainee/Junior Advisor, or a Paraplanner keen to step into an Advisory role. Diploma qualified candidates would be preferred, however those working towards the Financial Planning Diploma with relevant experience will also be considered.
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