Advisory Financial Consultant

6 days ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time
Join Our Team as an Advisory Consultant

We are looking for a talented Advisory Financial Consultant to join our team at our UK office, where you will work with a respected Financial Planning firm operating across the country.

This is a unique 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 Responsibilities
  • Work alongside experienced advisors in managing client relationships, providing advice on financial planning solutions, and contributing to business growth.
  • Develop and maintain accurate client records, ensuring compliance with regulatory requirements.
  • Contribute to the creation of comprehensive financial plans, taking into account clients' goals, risk tolerance, and financial situations.

You will have the opportunity 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 reputable Financial Planning firm dedicated to delivering exceptional service to our clients. Our team is passionate about helping individuals achieve their long-term financial goals and enjoy a high quality of life.

We offer a competitive salary of £30,000 - £40,000 per annum, depending on experience, plus opportunities for professional development and career advancement.



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