Financial Advisor Trainee

7 hours ago


Bristol, Bristol, United Kingdom Cavendish Maine Careers Full time

Are 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 well-established client base. With ongoing training and development, you will have the chance to excel in your career and build a successful client portfolio.

The ideal candidate will be responsible for servicing an existing client bank, conducting annual reviews, and actively pursuing new business opportunities. The role involves working closely with a senior advisor and may offer the option to work on a hybrid basis once trained.

Cavendish Maine Careers offers a comprehensive support system, including full paraplanning and administrative assistance, enabling you to focus on providing excellent client service. Additionally, the company provides funded exams and continuous in-house training to help you achieve your goals as a fully-fledged advisor.

The salary package includes £32,000 - £37,000 per annum, depending on experience, along with opportunities for professional growth and development, a collaborative team environment, and a chance to make a real impact in the financial planning industry.


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