Trainee Financial Adviser

Eden Rose; Carmarthen; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Exam support

Structured training

Career progression

Job summary

Eden Rose in Carmarthen, West Wales, is seeking a Trainee Financial Adviser to build a long‑term career in financial services with exposure across mortgages, protection and wealth management. You will support real clients from the outset, work alongside experienced advisers and gain broad, practical experience in a busy office environment.

We offer full support to achieve relevant qualifications, including CeMAP progression, exam assistance and structured training, plus genuine career

Qualifications

• Experience in financial services is not essential; CeMAP study encouraged.
• Willingness to learn across mortgages, protection and wealth planning.
• Strong communication and client-facing skills are desirable.

Responsibilities

• Mortgage advice and administration
• Protection and life insurance
• Wealth management and financial planning
• Paraplanning and client administration
• Specialist and second-charge mortgages
• Client reviews and relationship management
• Business development and introducer relationships

Skills

Mortgage advice

Protection

Wealth management

Paraplanning

Client administration

Research

Education

CeMAP qualification

Job description

Carmarthen, West Wales | £25,000–£30,000 | Full-Time | Office-BasedAre you looking to build a long-term career in financial services and want the opportunity to gain genuine exposure across mortgages, protection and wealth management?

Job Ref
91012
Location
Carmarthen
Salary
£25,000 - £30,000 Per Annum
Employment Type
Permanent

• Location: Carmarthen, Carmarthenshire
• Type: Permanent
• Job #91012
• Salary: £25,000 - £30,000 Per Annum

Trainee Financial Adviser Carmarthen, West Wales | £25,000–£30,000 | Full-Time | Office-Based Are you looking to build a long-term career in financial services and want the opportunity to gain genuine exposure across mortgages, protection and wealth management? We’re working with a growing financial services business that is looking to appoint a Trainee Financial Adviser to join their team in Carmarthen. This is not a typical IFA trainee role. You’ll gain broad exposure across the business, working alongside experienced advisers and supporting real clients from the outset.

What You’ll Be Doing

• Mortgage advice and administration
• Protection and life insurance
• Wealth management and financial planning
• Paraplanning and client administration
• Specialist and second-charge mortgages
• Client reviews and relationship management
• Business development and introducer relationships
• Research, quotations and preparation of client documentation

You’ll also have the opportunity to work towards relevant professional qualifications, with full support for exams and development provided.

What we’re looking for

This Opportunity Would Suit Someone Who Is

• Genuinely interested in building a career in financial services
• Confident, personable and comfortable speaking with clients
• Commercially minded with a strong sales or relationship-building approach
• Proactive, organised and keen to learn
• Driven and ambitious, with a desire to progress
• Comfortable working in a busy, office-based environment
• A strong communicator with good attention to detail

Financial services experience isn’t essential. We’re open to graduates and candidates from sales, banking, insurance, professional services or other client-facing backgrounds who have the right attitude and ambition.

Any progress towards CeMAP, Diploma in Regulated Financial Planning or another relevant qualification would be advantageous.

What’s on offer?

• £25,000–£30,000 salary, depending on experience
• Full professional qualification and exam support
• Structured training and development
• Exposure across mortgages, protection, wealth and specialist finance
• Genuine long-term career progression
• Opportunity to work closely with experienced advisers
• A varied role within a growing and entrepreneurial business

If you’re looking for a role where you can learn, develop and build a long-term career across multiple areas of financial services, this could be an excellent opportunity.