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Financial Advisor Trainee

2 months ago

Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full time
Job Opportunity

Cavendish Maine is seeking a Trainee Financial Advisor to join their Aberdeen office.

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.

The Role

In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.

The role is predominantly office based in Aberdeen as you would work closely with a more Senior Advisor, however there may be the option to work on a more hybrid basis once trained.

The Company

Cavendish Maine have full paraplanning and admin support in place to enable you to focus your efforts on your clients and are able to offer training and exam support in order for you to become a fully fledged Advisor with a profitable client bank.

The Ideal Candidate

The ideal candidate will have a desire to progress as a Financial Advisor and have experience as either a Trainee/Junior Advisor, or a Paraplanner keen to step into an Advisory role.

Diploma qualified candidates would be preferred, however those working towards the Financial Planning Diploma with relevant experience will also be considered.

The Package

  • 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