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Trainee Financial Advisor

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish House Recruitment Full time
About the Role

Cavendish House Recruitment is working with a renowned Financial Planning firm to find a talented Trainee Financial Advisor to join their team in Aberdeen.

This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development.

Key Responsibilities:

  • Service an existing client base with a focus on building strong relationships and delivering exceptional customer service.
  • Work closely with experienced advisors to develop skills and knowledge in financial planning and wealth management.
  • Contribute to the growth and success of the firm through proactive and innovative approaches.

Requirements:

  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Basic knowledge of financial planning principles and practices.

What We Offer:

  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.
  • The chance to work with a reputable and established financial planning firm.

Apply Now:

Please submit your application, including your CV and a cover letter, to [insert contact information].