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Financial Planning Trainee

2 months ago

Aberdeen, United Kingdom Cavendish House Recruitment Full time

About Cavendish House Recruitment

Cavendish House Recruitment is a renowned recruitment agency specializing in financial services placements. We are dedicated to connecting talented individuals with top financial institutions across the UK.

Job Title: Financial Planning Trainee

We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will have the opportunity to work with a prestigious financial planning firm, gaining valuable experience and skills in the field.

Job Summary

  • Service an established client bank and conduct annual reviews
  • Pursue new business opportunities
  • Work closely with a senior advisor to develop your skills and knowledge
  • Benefit from ongoing training and development opportunities

About the Role

This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed advisory role with an established client book. You will have the chance to work with a company that can offer ongoing training and development, enabling you to become a fully fledged advisor with a profitable client bank.

Key Responsibilities

  • Conduct annual reviews and provide ongoing financial planning advice to clients
  • Pursue new business opportunities to grow the client bank
  • Work closely with a senior advisor to develop your skills and knowledge
  • Benefit from ongoing training and development opportunities

Requirements

  • Diploma qualified candidates preferred, but those working towards the Financial Planning Diploma with relevant experience will also be considered
  • Experience as a Trainee/Junior Advisor or Paraplanner keen to step into an advisory role

What We Offer

  • Salary up to £40k DOE
  • Opportunities for professional growth and development
  • 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