Junior Financial Advisor

3 weeks ago


London, UK, United Kingdom Cavendish Maine Full time

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to join their Wandsworth office and service an existing client bank.


Role and Responsibilities:

  • Build sustainable relationships with clients.
  • Complete annual reviews within required timescales.
  • Identify and assess clients’ needs.
  • Write new business from carrying out annual reviews with existing clients.
  • Obtain and record the required meet regulatory KYC and suitability requirements.
  • Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
  • Keep records of customer interactions, process client accounts and file documents.
  • The role is office-based with meetings conducted remotely or face-to-face in the office.


The Successful Candidate Will Be:

  • A Diploma qualified Advisor.
  • Hold or previously held CAS status.
  • Strong technical knowledge across all aspects of financial planning.
  • Ideally have a desire to obtain Chartered Status.


The Package:

  • Salary circa £40,000 (depending on experience), OTE £60,000 plus extensive company benefits


Contact: Karen Cummins

Reference: KC/87049


Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.


If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.


Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.


In the meantime, we would like to thank you for your interest in Cavendish Maine



  • London,, UK, United Kingdom Hoxton Wealth Full time

    About Us: Hoxton Wealth UK, established in 2018, is a leading financial services firm managing approximately £2 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA. Role Overview: As a Senior...

  • Financial Advisor

    6 months ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

  • Financial Advisor

    6 months ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London,, UK, United Kingdom Caprice Holdings Ltd. Full time

    Junior Human Resources Advisor | Caprice HoldingsWe are looking for a highly organized and detail-oriented Junior Human Resources Advisor to join the HR team at Caprice Holdings, a leader in luxury dining and hospitality. This role offers an exciting opportunity to support the HR department across our renowned restaurant portfolio.Key Responsibilities:To...

  • Investment Advisor

    4 weeks ago


    London,, UK, United Kingdom LOM Financial Group - Wealth Management Full time

    Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus. Starting Salary Range $100,000 which will rise quickly with an increase of AUM. The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman...

  • Financial Advisor

    3 weeks ago


    London,, UK, United Kingdom deVere Acuma Full time

    Launch Your Career as a Financial Planning Trainee with deVere Group in DubaiWho We AredeVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join our Financial Planning...


  • London,, UK, United Kingdom Petroineos Trading Limited Full time

    Reporting to the Accounting and Reporting Manager, the Junior Financial Analyst will play a key role in the Financial Reporting function of the business. This is a 12-month FTC.ResponsibilitiesWork closely with settlements and financial control teams to ensure accurate and timelyposting of entrepreneur trading (ET) journals in SAP and to reconcile MI/MA...


  • London, UK, United Kingdom CER Financial Full time

    Head of Wealth Management City of London Permanent Salary based on experience cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis. The Suitabel candidate must have experience with the AFRICAN MARKETS - Please do not apply unless you...

  • Junior Sales

    2 months ago


    London,, UK, United Kingdom RED Global Full time

    JUNIOR ENTRY LEVEL RECRUITER - No experience is necessaryHybrid 3 days in the office - LondonFluent business level French essentialWho are RED? We are a leading global staffing organisation focused on the SAP and technology eco-system, helping tech end-user clients and partners engage the best permanent and contract technology professionals.What you will you...


  • London,, UK, United Kingdom LAW Absolute Full time

    Business Development Advisor – Financial Regulations Global law firm Hybrid working 12 month FTCOn of the global law firm’s is looking for recruit a BD Advisor to support their leading financial reg practice. As one of two BD Advisors and with the support of a coordinator, you will be based in the London office with hybrid working. As a team you will...


  • London, UK, United Kingdom Teneo Full time

    The Role (Financial Restructuring)Our Financial Advisory team is expanding, and we are looking for a talented and ambitious individual at Assistant Director level with a financial advisory or banking background to join our growing team in London. This is an excellent opportunity to work alongside our established team who will support you to utilise and...


  • London,, UK, United Kingdom Elite Associates Full time

    Elite have partnered with a luxury fashion brand, to support on the hire of a Junior HR Business Partner to join the team.Job Summary:The Junior HR Business Partner will play a key role in supporting the HR function. This position will assist in implementing HR strategies, programs, and initiatives that align with the business objectives of the brand. The...

  • Financial Accountant

    4 months ago


    London, UK, United Kingdom Investigo Full time

    What the role involves: Managing the monthly close process including post close control activities such as balance sheet reconciliations. Preparation of monthly MI including Board Reporting and any other ad hoc requests. Working in a collaborative manner with Group Finance to ensure all internal deadlines and reporting requirements are met. Helping produce...


  • London, UK, UK, United Kingdom Greenwich Partners Full time

    We are now working with a major investment banking advisory firm. The firm has a great track record and has worked on some major deals.They are now looking to recruit a junior Analyst into their Financial Institutions M&A team, who will work on the origination and execution of deals for their clients.The type of deals you will work on could include mergers,...

  • Office BDM

    5 months ago


    London, UK, United Kingdom Woods Foster Full time

    Our client is a leading provider of innovative financial solutions tailored to meet the diverse needs of investors. The firm specialises in offering structured products designed to optimize returns and manage risk across various market conditions. With a commitment to excellence and a focus on delivering value to our clients, they strive to empower financial...

  • Financial Advisor

    23 hours ago


    London, UK, UK, United Kingdom deVere Acuma Full time

    Are you ready to explore new horizons and advance your career abroad.With 250,000 people leaving the UK each year in search of new opportunities, the time is ripe for change. We’re seeking experienced financial consultants to join our team and address the soaring demand for top-notch financial advice. This opportunity is not UK based deVere Group is...


  • London,, UK, United Kingdom FinTech People Full time

    An award winning, industry leading FinTech business is seeking a Financial Crime Analyst to manage the onboarding and ongoing monitoring of an international client base.Duties include:Manage end to end CDD on a wide range of client types including Trusts, SPVs and Funds.Help delegate, review and quality check files completed by junior team members.Work...


  • London,, UK, United Kingdom mbf Full time

    Are you an experienced financial adviser passionate about helping clients achieve their financial goals? Our client, a well-established leader in wealth management with nearly two centuries of experience, is looking for a dedicated Financial Adviser to join their London team. This role provides the chance to make a tangible difference in clients lives by...


  • London, UK, United Kingdom myGwork Full time

    This job is with Synechron, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Synechron is looking for a Junior Office Manager to join their London team. At the heart of this sociable and growing team (130+) the role is pivotal to the...


  • London, UK, United Kingdom Alexander Mann Solutions Full time

    We are AMS. We are a global total workforce solutions firm; we enable organisations to thrive in an age of constant change by building, re-shaping, and optimising workforces. Our Contingent Workforce Solutions (CWS) is one of our service offerings; we act as an extension of our clients' recruitment team and provide professional interim and temporary...