Financial Planning Professional

20 hours ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time

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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