Financial Planning Professional
20 hours ago
At Cavendish Maine, we are seeking a skilled Trainee Financial Advisor to join our team in Bristol.
This role offers an exciting opportunity for a career-minded individual to step into an employed Advisory position with a well-established client base.
About the Role
We are looking for someone with a strong passion for financial planning and a desire to develop their skills in a dynamic environment.
The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a keen eye for detail.
Key Responsibilities
Our Trainee Financial Advisor will be responsible for:
- Building and maintaining relationships with existing clients
- Developing and implementing tailored financial plans
- Providing exceptional customer service
- Maintaining accurate records and reports
Requirements
To be successful in this role, you will need:
- A strong understanding of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong organizational and time management skills
Benefits
We offer a competitive salary of £25,000 - £30,000 per annum, depending on experience, plus benefits including a pension scheme and opportunities for professional development.
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