Trainee Financial Adviser: Training to Qualified Advisor

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

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.