Trainee Financial Adviser - Hybrid, Fully Funded Training

Eden Rose; Birmingham; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Fully funded exams

Training

Professional membership

Career progression

Job summary

Eden Rose in Birmingham is looking for a motivated individual to start a career as a Financial Adviser. The role is office-based with a plan to move to hybrid working as you progress, offering a clear path into client-facing advisory work.

You will gain experience across paraplanning, research and adviser support, shadowing experienced advisers, attending client meetings, and eventually becoming a fully qualified adviser with responsibility for your own client bank.

Qualifications

• Ambitious and genuinely motivated to become a Financial Adviser.
• Strong communication skills and confident personality.
• Positive, can-do attitude.
• Willingness to learn and develop.

Responsibilities

• Support experienced advisers and the Paraplanning team.
• Prepare suitability reports and conduct financial research.
• Learn the firm’s processes and technical approach.
• Attend client meetings and shadow experienced 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 established client bank.

Skills

Ambitious

Strong communication

Confident personality

Positive attitude

Willingness to learn

Job description

Eden Rose in Birmingham is looking for a motivated individual to start a career as a Financial Adviser. The role is office-based with a plan to move to hybrid working as you progress, offering a clear path into client-facing advisory work.

You will gain experience across paraplanning, research and adviser support, shadowing experienced advisers, attending client meetings, and eventually becoming a fully qualified adviser with responsibility for your own client bank.