Trainee Wealth Advisor

5 days ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time

Become part of Cavendish Maine's dynamic team as a Trainee Financial Advisor in Bristol. With a strong reputation across the UK, this company offers a unique chance for a Trainee Advisor or Paraplanner to transition into an employed Advisory role with extensive training and development opportunities.

In this role, you will work closely with a more senior advisor, primarily based in the office but potentially transitioning to a hybrid model upon completion of your training. You will service an established client base and actively seek new business opportunities.

Cavendish Maine provides comprehensive paraplanning and administrative support to enable you to concentrate on delivering exceptional client service. As part of their dedicated training program, they will assist you in achieving your career goals as a fully qualified Financial Advisor with a thriving client portfolio.

Your compensation package includes:

  • A salary of £30,000 - £35,000 per annum, commensurate with your level of experience
  • Ongoing professional development and training, including Exam funding
  • An innovative and supportive team environment that prioritizes customer satisfaction
  • Employee Group Pension Scheme (5% contribution)
  • Group Income Protection Plan
  • Corporate Cash Plan
  • Additional internal benefits and incentives

To succeed in this position, you should be eager to advance your career as a Financial Advisor and have relevant experience as a Trainee/Junior Advisor or Paraplanner looking to transition into an Advisory role. While diploma-qualified candidates are preferred, those working toward the Financial Planning Diploma with applicable experience will be considered.



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