Trainee Wealth Advisor Opportunity
2 days ago
Cavendish Maine is a leading financial services company operating across the UK, and we are seeking a talented Trainee Financial Advisor to join our team in Bristol.
This role offers an excellent opportunity for a career-driven individual to develop their skills in a fast-paced environment and work with a well-established client base.
About Our Client Base
Our clients are diverse and require tailored financial advice, which makes this role both challenging and rewarding.
The ideal candidate will have a strong passion for financial planning, excellent communication skills, and the ability to build strong relationships with clients.
What We Offer
We offer a competitive salary of £25,000 - £30,000 per annum, depending on experience, plus benefits including a pension scheme and opportunities for professional development.
Why Choose Us?
We provide a supportive and collaborative work environment, where you can grow your skills and knowledge and make a real difference in people's lives.
-
Wealth Management Advisor
7 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeWe are seeking a motivated and ambitious Wealth Management Advisor to join our team at Cavendish Maine in Bristol. This is an exciting opportunity for a Trainee Advisor or Paraplanner to transition into an employed Advisory role with a well-established client base.You will be responsible for servicing an established client bank and conducting annual reviews,...
-
Trainee Wealth Management Specialist
6 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeJob Title: Trainee Wealth Management SpecialistCavendish Maine, a leading Financial Planning firm in the UK, invites applications from motivated Trainee Financial Advisors to join our team in Bristol.This exciting opportunity allows individuals to progress their career as a Financial Advisor, with the chance to manage an existing client portfolio and pursue...
-
Wealth Management Professional
3 days ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...
-
Trainee Wealth Management Specialist
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeCavendish Maine is a leading financial planning firm based in the UK, with a presence in several regions. We are currently seeking a Trainee Wealth Management Specialist to join our team.This is a fantastic opportunity for a motivated individual to develop their skills and knowledge in wealth management, working with a well-established client base and...
-
Wealth Management Advisor
3 days ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...
-
Wealth Preservation Advisor
1 week ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeWealth Preservation AdvisorWe are seeking a highly skilled Wealth Preservation Advisor to join MP Estate Planning UK. As a key member of our team, you will play a vital role in helping our clients preserve their wealth for future generations. This is a challenging yet rewarding opportunity for professionals who are passionate about estate planning and want...
-
Trainee Wealth Management Professional
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeAbout the RoleCavendish Maine is a renowned Financial Planning firm operating across the UK. We are currently looking for a talented Trainee Financial Advisor to join our office in Bristol.In this role, you will be responsible for providing exceptional client service, working closely with our experienced advisors to deliver high-quality solutions.This is a...
-
Financial Advisor Trainee
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeJob OpportunityIn this exciting opportunity, you will be working as a Trainee Financial Advisor with Cavendish Maine in the UK. This is a rare chance to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.This role offers ongoing training and development, enabling you to grow professionally and become a fully...
-
Wealth Management Associate
6 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeNew Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...
-
Financial Advisor Trainee
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeJob Overview:Cavendish Maine, a renowned Financial Planning firm operating across the UK, is seeking a motivated Trainee Financial Advisor to join their office. This role offers an exciting opportunity to step into an employed Advisory position with ongoing training and development.About the Role:As a Trainee Financial Advisor, you will service an...
-
Financial Advisor Trainee
2 weeks ago
Bristol, Bristol, United Kingdom Cavendish Maine Careers Full timeAre you a motivated and ambitious individual looking to kick-start your career in financial planning? Cavendish Maine Careers is seeking a highly skilled Trainee Financial Advisor to join their team in Bristol.This role presents an exceptional opportunity for a trainee advisor or paraplanner to transition into an employed advisory position with a...
-
HNW Wealth Advisor
3 days ago
Bristol, Bristol, United Kingdom Howells Consulting Ltd Full timePursue a challenging and rewarding career as an HNW Wealth Advisor with Howells Consulting Ltd, a leading accountancy firm in Bristol.About the OpportunityAs a key member of our Private Client Tax team, you will work closely with Partners and an experienced team to provide expert advice on income and capital taxes planning for high-profile clients.Your...
-
Bristol Trainee Financial Advisor Role
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeRole OverviewCavendish Maine is seeking a Trainee Financial Advisor to join their office in the UK. This is an excellent opportunity for individuals looking to start their career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for servicing an established client bank,...
-
UK Trainee Financial Advisor Position
2 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeAbout the RoleCavendish Maine is a renowned Financial Planning firm operating across the UK, seeking a talented Trainee Financial Advisor to join their team. This is a fantastic opportunity to start your career in financial planning, with the potential to develop and grow within the company.As a Trainee Financial Advisor, you will be responsible for...
-
Trainee Financial Services Advisor
6 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Careers Full timeWe are looking for a Trainee Financial Services Advisor to join our team in Cavendish Maine Careers' Bristol office. As a trainee advisor, you will play a crucial role in servicing an established client bank and conducting annual reviews, while also actively pursuing new business opportunities.This role requires strong communication and interpersonal skills,...
-
Wealth Management Research Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...
-
Senior Wealth Management Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeKey Responsibilities:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Heat Recruitment. As part of our national investment management firm, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Requirements:A genuine...
-
Wealth Management Specialist
21 hours ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeAbout the Role:We are offering a challenging and rewarding opportunity for a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Planning team, you will work closely with our Client Directors, their Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth...
-
Advisor Development Opportunity
20 hours ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeAdvisor Development OpportunityCavendish Maine, a respected Financial Planning firm in the UK, seeks a highly motivated Trainee Financial Advisor to join our team in Bristol.This is an excellent opportunity for individuals to develop their skills as a Financial Advisor, with the chance to manage an existing client portfolio and explore new business...
-
Bristol, Bristol, United Kingdom Cavendish Maine Full time £35,000Cavendish Maine - A Leading Financial Planning FirmWe are a renowned financial planning firm operating across the UK, with a strong presence in Bristol. Our team of experienced advisors provides expert guidance and support to clients, helping them achieve their financial goals.We are seeking a Trainee Financial Advisor to join our office in Bristol, UK. As a...