UK Trainee Financial Planning Specialist

2 days ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time
Job Description

This is a rare opportunity for a Trainee Financial Advisor or Paraplanner to step into an employed Advisory role with a established client book.

As a Trainee Financial Advisor, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.

You will work closely with a more Senior Advisor and have the option to work on a hybrid basis once trained.

The company has full paraplanning and admin support in place to enable you to focus your efforts on your clients.

In order to become a fully fledged Advisor with a profitable client bank, you will receive funded Exams and continuous in-house training.



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