Trainee Financial Planning Professional

1 week ago

Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time
Job Opportunity

Cavendish Maine is seeking a highly motivated 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 book, with a company that can offer ongoing training and development.

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 there may be the option to work on a more 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

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