Trainee Financial Adviser

Eden Rose; Blackburn; On-site; GBP 30,000 - 35,000; Full time

Job summary

Eden Rose in Blackburn is seeking a Trainee Financial Adviser to join its team specializing in workplace pensions and employee benefits. You will work alongside experienced Advisers, supporting pension schemes, client reviews, and communications.

Structured training and mentoring lead toward professional qualifications (CII Diploma) with a clear route to a fully qualified Adviser and your own client bank.

Qualifications

• This role suits someone already working in Financial Services looking to move toward Financial Advice.
• Experience with workplace pensions and employee benefits is a plus.

Responsibilities

• Support Advisers with workplace pension schemes and employee benefits.
• Assist with client reviews, pension governance meetings and presentations.
• Support Group Life, Income Protection and PMI arrangements.
• Prepare reports, meeting packs and client communications.
• Liaise with providers, insurers, HR and payroll teams.
• Attend client meetings and workshops with Advisers.

Education

CII Diploma

Job description

Job Ref

91196

Location

BLACKBURN

Salary

£30,000 - £35,000 Per Annum

Employment Type

Permanent

• Location: BLACKBURN, Lancashire
• Type: Permanent
• Job #91196
• Salary: £30,000 - £35,000 Per Annum

Trainee Financial Adviser | Workplace Pensions & Employee Benefits

I’m currently working with an established Financial Planning business that is looking to bring in a Trainee Financial Adviser to join their growing team.

This would suit someone already working in Financial Services, such as an IFA Administrator, Paraplanner, Pensions Administrator or Employee Benefits Consultant, who is looking to move towards a career in Financial Advice.

The Role Will Involve

• Supporting Advisers with workplace pension schemes and employee benefits
• Helping with client reviews, pension governance meetings and presentations
• Supporting Group Life, Income Protection and PMI arrangements
• Preparing reports, meeting packs and client communications
• Liaising with providers, insurers, HR and payroll teams
• Attending client meetings and workshops alongside experienced Advisers

You’ll receive structured training, mentoring and support towards professional qualifications, including the CII Diploma.

There’s a clear long-term pathway into a fully qualified Financial Adviser role, with the opportunity to eventually build and manage your own client bank.