Trainee Financial Advisor

My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their office on the outskirts of Bristol.

This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development.

The Role

In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.

The role is predominantly office based as you would work closely with a more Senior Advisor, however they may be the option to work on a more hybrid basis once trained.

The company have full paraplanning and admin support in place to enable you to focus your efforts on your clients and are able to offer training and exam support in order for you to become a fully fledged Advisor with a profitable client bank.

The Package

• Salary £30,000 - £35,000 DOE
• 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

Desired Skills and Expertise:

The ideal candidate will have a desire to progress as a Financial Advisor and have experience as either a Trainee/Junior Advisor, or a Paraplanner keen to step into an Advisory role.

Diploma qualified candidates would be preferred, however those working towards the Financial Planning Diploma with relevant experience will also be considered.

Contact: Karen Cummins

Reference: KC/87054

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.