Trainee Financial Services Advisor

3 weeks ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time
Career Advancement Opportunity

We are seeking a skilled Financial Services Advisor to join our team at our UK office, where you will work with a leading Financial Planning firm operating across the country.

This is a fantastic opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access ongoing training and development.

The Position
  1. Support senior advisors in managing client relationships, providing advice on financial planning solutions, and driving business growth.
  2. Develop and maintain accurate client records, ensuring compliance with regulatory requirements.
  3. Collaborate with the team to create comprehensive financial plans, taking into account clients' objectives, risk tolerance, and financial circumstances.

You will have the chance to work closely with our experienced team, learning from industry experts and contributing to the success of our company.

About Cavendish Maine

Cavendish Maine is a well-established Financial Planning firm committed to delivering outstanding service to our clients. Our team is dedicated to helping individuals achieve their long-term financial goals and enjoy a high quality of life.

We offer a competitive salary of £29,000 - £39,000 per annum, depending on experience, plus opportunities for professional development and career progression.



  • Bristol, Bristol, United Kingdom Cavendish Maine Careers Full time

    We are looking for a Trainee Financial Services Advisor to join our team in Cavendish Maine Careers' Bristol office. As a trainee advisor, you will play a crucial role in servicing an established client bank and conducting annual reviews, while also actively pursuing new business opportunities.This role requires strong communication and interpersonal skills,...


  • Bristol, Bristol, United Kingdom Cavendish Maine Careers Full time

    Are you a motivated and ambitious individual looking to kick-start your career in financial planning? Cavendish Maine Careers is seeking a highly skilled Trainee Financial Advisor to join their team in Bristol.This role presents an exceptional opportunity for a trainee advisor or paraplanner to transition into an employed advisory position with a...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job Overview:Cavendish Maine, a renowned Financial Planning firm operating across the UK, is seeking a motivated Trainee Financial Advisor to join their office. This role offers an exciting opportunity to step into an employed Advisory position with ongoing training and development.About the Role:As a Trainee Financial Advisor, you will service an...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job OpportunityIn this exciting opportunity, you will be working as a Trainee Financial Advisor with Cavendish Maine in the UK. This is a rare chance to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.This role offers ongoing training and development, enabling you to grow professionally and become a fully...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Trainee Advisor Opportunity in the UKCavendish Maine is a leading Financial Planning firm operating across the UK. We are seeking a skilled Trainee Advisor to join our office in Bristol.This role involves servicing an established client bank, conducting annual reviews, and actively pursuing new business opportunities. As a trainee advisor, you will work...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    About the RoleCavendish Maine is a renowned Financial Planning firm operating across the UK, seeking a talented Trainee Financial Advisor to join their team. This is a fantastic opportunity to start your career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Role OverviewCavendish Maine is seeking a Trainee Financial Advisor to join their office in the UK. This is an excellent opportunity for individuals looking to start their career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for servicing an established client bank,...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job SummaryWe are seeking a highly motivated and ambitious Trainee Financial Advisor to join our team at Cavendish Maine. This is an exciting opportunity for individuals who are passionate about building a career in financial services.The successful candidate will have the ability to work effectively with clients, providing expert advice and guidance on a...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine is looking for a highly motivated and ambitious individual to fill the role of Trainee Financial Advisor. As a member of our team, you will have the opportunity to work with a diverse range of clients, providing expert financial advice and guidance to help them achieve their goals.Our Trainee Financial Advisor role is an excellent starting...

  • Trained Advisor

    2 weeks ago


    Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine, a leading UK Financial Planning firm, invites applications from motivated individuals for a Trainee Financial Advisor role based in our Bristol office.About the CompanyAs a renowned Financial Planning firm, we pride ourselves on providing outstanding services to our clients. Our team is dedicated to delivering expert advice and guidance to...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Become part of Cavendish Maine's dynamic team as a Trainee Financial Advisor in Bristol. With a strong reputation across the UK, this company offers a unique chance for a Trainee Advisor or Paraplanner to transition into an employed Advisory role with extensive training and development opportunities.In this role, you will work closely with a more senior...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Job DescriptionThis is a rare opportunity for a Trainee Financial Advisor or Paraplanner to step into an employed Advisory role with a established client book.As a Trainee Financial Advisor, 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...


  • Bristol, Bristol, United Kingdom Francis Clark LLP Full time

    OverviewWe are a leading firm of independent chartered accountants and business advisors in South West England, offering a range of services to individuals, businesses, and organisations. Our team is dedicated to providing expert advice and support to help our clients achieve their goals.Salary: £25,000 - £30,000 per annum, depending on experience.Job...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time £35,000

    Join Cavendish Maine as a Trainee Financial AdvisorWe are a dynamic and innovative financial planning firm, committed to delivering exceptional results for our clients. Our team of experienced advisors provides expert guidance and support, helping individuals and businesses achieve their financial goals.We are seeking a Trainee Financial Advisor to join our...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine is a renowned Financial Planning firm operating across the UK, with an office on the outskirts of Bristol. We are seeking a Financial Planning Advisor to join our team.This is a rare opportunity for a trainee advisor or paraplanner to step into an employed advisory role with an established client book, within a company that can offer ongoing...


  • Bristol, Bristol, United Kingdom George Andrews Full time

    At George Andrews, we are seeking a highly motivated and organized Financial Services Trainee to join our team. This exciting role offers the opportunity to gain hands-on experience in financial services and develop essential skills for a successful career.">The Financial Services Trainee will be responsible for providing administrative support to various...


  • Bristol, Bristol, United Kingdom CV-Library Full time

    We are seeking a Financial Services Trainee to join our team in Bristol. As a trainee, you will work closely with the tax team and directors on financial services projects, including personal tax compliance work. This is a full-time, permanent position that offers up to £26k per year, plus support for studying towards the ATT qualification.The ideal...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time £35,000

    Career Opportunities at Cavendish MaineWe are looking for a talented Trainee Financial Advisor to join our team in Bristol, UK. This is an exciting opportunity for individuals to develop their skills and experience in the financial planning industry.About the Role:This trainee role offers a unique chance to step into an employed advisory position with an...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time £35,000

    Cavendish Maine - A Leading Financial Planning FirmWe are a renowned financial planning firm operating across the UK, with a strong presence in Bristol. Our team of experienced advisors provides expert guidance and support to clients, helping them achieve their financial goals.We are seeking a Trainee Financial Advisor to join our office in Bristol, UK. As a...


  • Bristol, Bristol, United Kingdom PKF Francis Clark Full time

    About PKF Francis Clark">We are a leading firm of chartered accountants and business advisors in South West England, offering opportunities to develop your career in a direction that interests you.Job Overview">This is an exciting opportunity for a trainee accountant to join our team as part of our AAT apprenticeship program. As a trainee, you will be...