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Trainee Financial Planning Professional

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

About Cavendish Maine

Cavendish Maine is a renowned Financial Planning firm operating across the UK, providing expert financial services to clients nationwide.

Job Summary

We are seeking a highly motivated and ambitious Trainee Financial Advisor to join our Aberdeen office. As a Trainee Financial Advisor, you will have the opportunity to work closely with a senior advisor, servicing an established client bank and conducting annual reviews.

Key Responsibilities

  • Service an established client bank, conducting annual reviews and actively pursuing new business opportunities
  • Work closely with a senior advisor to develop your skills and knowledge
  • Participate in ongoing training and development programs to enhance your financial planning skills
  • Contribute to the growth and success of our financial planning team

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
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer

  • Opportunities for professional growth and development, with funded exams and continuous in-house training
  • Company Group Pension Scheme (5% contribution)