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Financial Services 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, with a strong presence in Aberdeen. We are committed to delivering exceptional financial services to our clients, and we are seeking a talented Trainee Financial Advisor to join our team.

Job Summary

We are looking for a highly motivated and ambitious individual to join our team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you will have the opportunity to work closely with our experienced advisors, servicing an established client base and conducting annual reviews. You will also be responsible for actively pursuing new business opportunities, working closely with our senior advisors to develop your skills and knowledge.

Key Responsibilities

  • Service an established client bank, conducting annual reviews and providing ongoing financial planning advice
  • Actively pursue new business opportunities, working closely with senior advisors to develop your skills and knowledge
  • Work closely with our paraplanning and admin support team to ensure seamless delivery of financial services
  • Participate in ongoing training and development programs to enhance your skills and knowledge as a Financial Advisor

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, with the ability to build strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment, with a strong attention to detail and ability to prioritize tasks effectively

What We Offer

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