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Trainee Financial Advisor

Cavendish Maine
Belgrave, Leicester, United Kingdom
Competitive Salary
Closing date
Mar 3, 2024

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Job Role
Contract Type
Full Time
Trainee Financial Advisor
  • Progress further in your Wealth Management career with a highly reputable organisation.
  • Step up from providing paraplanning support and learn the ropes of providing advice.
  • Once competent take up a portion of a pre-existing client bank to kickstart your advisor career.

Job Description:
  • Supporting a Senior Advisor with their client bank in attending all client meetings and writing up meeting notes to provide to the administrators and paraplanners in the support team.
  • Getting up to speed with the advice process with the eventual aim being to take over a portion of the client bank once competent.
  • Preparation for annual reviews.
  • Keeping up to date with whats happening in the industry, be it regulatory or product changes, attending seminars.

About the Company:
  • My client are a growing firm of Independent Financial Advisors offering holistic advice to a range of high net worth clients and individuals.
  • They pride themselves on their ethical approach to advice ensuring they only recommend the most suitable products after researching the whole of the market for each product area.

Key Skills/Experience Required:
  • Diploma qualified.
  • Wealth management experience.
  • Familiar with IO.
  • Excellent communication skills face to face, over the phone and via email.
  • Good time management skills.

Salary/Benefits Information:
  • Up to £35,000


Jordan Cassell

Job Reference: JC/86711

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.


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