Advisory Role Trainee
2 days ago
Cavendish Maine is a reputable financial planning firm with a strong presence in the UK market. We are currently recruiting for a Advisory Role Trainee to join our team in Bristol.
This is a unique opportunity for a talented individual to develop their skills and knowledge in financial planning, working with a well-established client base and benefiting from ongoing training and development.
The Key Responsibilities
- Assist senior advisors in developing and implementing comprehensive financial plans for clients
- Provide exceptional customer service to clients, responding to their queries and concerns in a timely and professional manner
- Contribute to the growth and development of the business, identifying opportunities for expansion and improvement
We estimate the salary for this position to be around £28,000 - £35,000 per annum, depending on experience.
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