Remote Trainee IFA Review Adviser – Growth Path

Eden Rose; Nottingham; Remote; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Significant new-business bonus structure

Regular team days

Supportive, collaborative team

Job summary

Eden Rose is seeking a Trainee / Junior IFA Review Adviser in Nottingham. This telephone-based position offers a fantastic entry point into a long-term advice career with full training and strong support.

Responsibilities include conducting client review meetings, analysing circumstances, and providing compliant recommendations. The role offers remote-first flexible working and significant potential for earnings through new-business bonuses.

Qualifications

• Motivated, client-focused individual wanting to grow within a financial advice team.
• Experience with Intelligent Office is not essential but desirable.

Responsibilities

• Conduct 2–3 client review meetings daily to gather information.
• Analyse client circumstances to provide compliant recommendations.
• Maintain accurate client records on Intelligent Office.

Skills

Strong telephone manner

Organised and proactive

Attention to detail

Team-oriented attitude

Education

Diploma in Financial Planning (or working towards it)

Tools

Intelligent Office

Job description

Eden Rose is seeking a Trainee / Junior IFA Review Adviser in Nottingham. This telephone-based position offers a fantastic entry point into a long-term advice career with full training and strong support.

Responsibilities include conducting client review meetings, analysing circumstances, and providing compliant recommendations. The role offers remote-first flexible working and significant potential for earnings through new-business bonuses.