Trainee Financial Advisor

Eden Rose; Leeds; Hybrid; GBP 27,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Mentoring by Advisers

Study support towards Chartered status

Structured progression

Job summary

Eden Rose, Leeds-based financial planning firm, is seeking a proactive Paraplanner to join their growing team. You will work on in-depth client files, building knowledge of clients, processes, and the firm’s advice philosophy.

From day one you’ll follow a structured progression plan, with mentoring from Advisers and directors, gradually moving into client meetings and advisory duties as you develop toward a Financial Adviser role.

Qualifications

• Level 4 Diploma in Regulated Financial Planning required.
• Minimum 2 years as a Paraplanner with strong technical knowledge.
• Experience writing suitability reports and researching pensions/investments.

Responsibilities

• Prepare high quality suitability reports and recommendations.
• Research pensions, investments, protection and retirement planning.
• Support Advisers with complex financial planning cases.
• Attend client meetings alongside Advisers.
• Develop client relationships and progression toward advisory duties.
• Understand the full advice process from recommendation to implementation.
• Work with senior team members on your adviser development pathway.

Skills

Paraplanner experience

Regulated financial planning

Pensions & investments knowledge

Report writing

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Leeds | Up to £45,000 + Benefits | Route into Financial Advice

Ready to Make the Move from Paraplanning to Advice?

Are you a Level 4 Diploma qualified Paraplanner who has gained solid technical experience and is now looking for the opportunity to become a Financial Adviser?

This is not just another Paraplanning role.

We're partnering with a highly respected and growing financial planning firm that has a proven track record of developing talent from within. They are looking for an ambitious Paraplanner who wants to take the next step towards a client facing advisory career through a structured and supported development pathway.

If you've been waiting for the right opportunity to transition into advice without sacrificing support, training, or earning potential, this could be exactly what you've been looking for.

The Opportunity

Joining an established and successful advice team, you'll initially work as a Paraplanner, building an in depth understanding of the firm's clients, processes, and advice philosophy.

From day one, you'll be working towards a clearly defined progression plan, with ongoing mentoring from experienced Advisers and directors. As your confidence and capability develop, you'll gradually transition into client meetings and advisory responsibilities before ultimately moving into a full Financial Adviser role.

With adviser earnings significantly increasing upon successful transition into advice, this role offers a genuine long term career opportunity.

What You'll Be Doing

• Preparing high quality suitability reports and recommendations.
• Conducting research across pensions, investments, protection, retirement planning, and tax-efficient solutions.
• Supporting Advisers with complex financial planning cases.
• Attending client meetings alongside experienced Advisers.
• Developing your client facing and relationship management skills.
• Building a strong understanding of the advice process from recommendation through to implementation.
• Working closely with senior members of the team as part of your adviser development pathway.
• Gradually progressing towards managing your own client relationships and advice meetings.

About You

We're looking for ambitious individuals who are serious about building a career in financial advice.

You’ll ideally have:

Level 4 Diploma in Regulated Financial Planning

At least 2 years' Paraplanning experience

Strong technical knowledge across pensions and investments

Experience writing suitability reports

Excellent communication and interpersonal skills

A strong desire to progress into a Financial Adviser role

A professional, client-focused approach

The drive and ambition to build a long-term career within financial planning

What's on Offer?

Salary up to £45,000

Structured and genuine pathway into Financial Advice

Ongoing mentoring from experienced Advisers

Exposure to client meetings and advisory work

Hybrid working flexibility

Study support towards Chartered status

Salary increase and enhanced earning potential upon transition into an Adviser role

Join a growing and highly respected financial planning business

Clear progression with no glass ceiling

Why This Role Stands Out

Many firms talk about progression into advice. Few genuinely deliver it.

This opportunity is specifically designed for ambitious Paraplanners who feel ready for more responsibility and want a clear route into becoming a successful Financial Adviser. You'll receive the support, development, and exposure needed to make that transition while continuing to build your technical expertise.

If you're a Paraplanner who is qualified, ambitious, and ready to take the next step towards a rewarding career in advice, we'd love to hear from you.