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Financial Advisor Trainee
2 months ago
Job Opportunity
Cavendish Maine is seeking a talented and ambitious individual to join their team as a Trainee Financial Advisor. This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client base.
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 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.
Benefits
- Salary up to £40k DOE
- Opportunities for professional growth and development
- Collaborative team environment
- Company Group Pension Scheme (5%)
- Group Income Protection
- Corporate cash plan
- Internal benefits and incentives
