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Financial Advisor Trainee

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time
Financial Advisor Trainee Opportunity

Cavendish Maine is seeking a highly motivated and ambitious individual to join their team as a Financial Advisor Trainee. This is a rare opportunity to step into an employed Advisory role with an established client book, offering ongoing training and development.

Key Responsibilities:

  • Service an established client bank and conduct annual reviews
  • Actively pursue new business opportunities
  • Work closely with a more Senior 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

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

Cavendish Maine is a renowned Financial Planning firm operating across the UK, offering a supportive and dynamic work environment. If you are a motivated and ambitious individual looking to progress as a Financial Advisor, we encourage you to apply for this exciting opportunity.