Senior Financial Planning Specialist

5 days ago


Bristol, Bristol, United Kingdom Cavendish Maine Full time

Established in the UK, Cavendish Maine is a renowned Financial Planning firm seeking a talented Trainee Financial Advisor to join their office on the outskirts of Bristol. This rare opportunity allows a Trainee Advisor or Paraplanner to step into an employed Advisory role with ongoing training and development.

This role involves servicing an established client bank and conducting annual reviews while pursuing new business opportunities. The position is predominantly office-based, working closely with a more Senior Advisor, with the option to work on a hybrid basis once trained.

Cavendish Maine offers full paraplanning and admin support, enabling you to focus on clients and providing training and exam support for becoming a fully-fledged Advisor with a profitable client bank.

The package includes:

  • A competitive salary range of £30,000 - £35,000 depending on experience
  • Opportunities for professional growth and development with funded Exams and continuous in-house training
  • A collaborative team that values innovation and client satisfaction
  • Company Group Pension Scheme (5%)
  • Group Income Protection
  • Corporate cash plan
  • Internal benefits and incentives

The ideal candidate will have a desire to progress as a Financial Advisor and possess experience as either a Trainee/Junior Advisor or a Paraplanner keen to step into an Advisory role. Diploma-qualified candidates are preferred, but those working towards the Financial Planning Diploma with relevant experience will also be considered.



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