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Financial Advisor Trainee

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time
About the Role

Cavendish 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 to step into an employed Advisory role with a company that can offer ongoing training and development. You will work closely with a more Senior Advisor and have the option to work on a hybrid basis once trained.

Key Responsibilities
  • Service an established client bank
  • Conduct annual reviews
  • Pursue new business opportunities
Requirements

The ideal candidate will have a desire to progress as a Financial Advisor and have 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.

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