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Financial Advisor

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish House Recruitment Full time

Job Opportunity: Trainee Financial Advisor

About Cavendish House Recruitment: We are working with a renowned Financial Planning firm operating across the UK, seeking a trainee Financial Advisor to join their team in Aberdeen.

Job Description:

Key Responsibilities:

  • Assist in providing financial planning and advisory services to clients
  • Develop and maintain strong relationships with clients
  • Conduct research and analysis to identify investment opportunities
  • Collaborate with colleagues to achieve business objectives

Requirements:

  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Basic knowledge of financial planning and investment products
  • Willingness to learn and develop skills

What We Offer:

  • Ongoing training and development opportunities
  • Supportive team environment
  • Competitive salary and benefits package

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, with a company that can offer ongoing training and development.