Advisory Role Trainee

2 days ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time

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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