Financial Planning Advisor

3 weeks ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time

Cavendish Maine is a renowned Financial Planning firm operating across the UK, with an office on the outskirts of Bristol. We are seeking a Financial Planning Advisor to join our team.

This is a rare opportunity for a trainee advisor or paraplanner to step into an employed advisory role with an established client book, within a company that can offer ongoing training and development.

The Role

  • Step into an employed advisory role with an established client book
  • Benefit from ongoing training and development
  • Work with a renowned financial planning firm operating across the UK

We are looking for someone with a strong understanding of financial planning principles and excellent communication skills.

The ideal candidate will have a proven track record of providing exceptional customer service, with a focus on building long-term relationships with clients. A strong understanding of financial products and services is also essential, as well as the ability to communicate complex information in a clear and concise manner.



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