Financial Services Trainee

3 days ago


Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time £40,000

Job Opportunity: Financial Planning Trainee

About Cavendish Maine:

Cavendish Maine is a renowned Financial Planning firm operating across the UK, providing expert financial services to clients nationwide. We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Trainee.

Job Summary:

We are looking for a talented and enthusiastic individual to join our team as a Financial Planning Trainee. As a Financial Planning Trainee, you will have the opportunity to work closely with our experienced advisors, gaining valuable knowledge and skills in financial planning and wealth management.

Key Responsibilities:

  • Service an established client bank and conduct annual reviews
  • Actively pursue new business opportunities
  • Work closely with a more senior advisor to develop your skills and knowledge
  • Participate in ongoing training and development programs to enhance your skills and knowledge

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
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

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


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