Financial Adviser Trainee: Fully Funded Training Path

Eden Rose; Birmingham; Presencial; GBP 35.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully funded exams

Training

Professional membership

Career progression

Descripción de la vacante

Eden Rose is seeking an ambitious individual to train as a Financial Adviser in the United Kingdom. You will start by supporting paraplanning and adviser teams, gaining experience across research and client meetings, and gradually taking on more responsibility as you progress toward a fully qualified adviser role.

No prior financial advice experience is required, and the role offers clear career progression with fully funded exams and ongoing training.

Formación

• No prior financial advice experience required.
• Must show ambition and willingness to learn.

Responsabilidades

• Support advisers and paraplanning team.
• Prepare suitability reports and conduct financial research.
• Learn the firm's processes and technical approach.
• Attend client meetings and shadow advisers.
• Develop knowledge across pensions, retirement planning, investments, IHT, trusts and bonds.
• Progress towards increased client-facing responsibility.
• Work towards becoming a fully qualified Financial Adviser.
• Eventually manage and develop your own client bank.

Conocimientos

Ambition

Communication skills

Descripción del empleo

Eden Rose is seeking an ambitious individual to train as a Financial Adviser in the United Kingdom. You will start by supporting paraplanning and adviser teams, gaining experience across research and client meetings, and gradually taking on more responsibility as you progress toward a fully qualified adviser role.

No prior financial advice experience is required, and the role offers clear career progression with fully funded exams and ongoing training.