Trainee Paraplanner: Path to Financial Adviser

Eden Rose; Greater Lincolnshire; On-site; GBP 27,000 - 35,000; Full time

Benefits offered by this job

Bonus

Employer pension

Benefits

Full training & development

Job summary

Eden Rose in Stamford is seeking a Trainee Paraplanner to join its growing independent wealth management team. The role offers full training, exposure to client reports and financial planning, and a clear route into Financial Advice as you progress.

You don't need prior qualifications or extensive experience—just attention to detail, a professional approach, and the motivation to complete professional exams with full support from the business.

Qualifications

• Strong attention to detail and a willingness to learn.
• Professional, personable and confident communicator.
• Positive attitude with a genuine interest in financial advice.
• Motivated to complete professional examinations and develop a long-term career.
• Ambitious, reliable and willing to take responsibility as your experience grows.

Responsibilities

• Provide end-to-end support to the advisory team.
• Assist with client reports, recommendations and financial planning documentation.
• Work closely with advisers throughout the client journey.
• Gain exposure to client meetings and the wider advisory process.
• Develop your technical knowledge across pensions, investments and financial planning.
• Work towards your professional qualifications with full support from the business.
• Progress towards a Financial Adviser position as your experience and qualifications develop.
• Become an active member of a growing advisory team.

Skills

Attention to detail

Professional communication

Positive attitude

Motivation for exams

Ambition and reliability

Job description

Eden Rose in Stamford is seeking a Trainee Paraplanner to join its growing independent wealth management team. The role offers full training, exposure to client reports and financial planning, and a clear route into Financial Advice as you progress.

You don't need prior qualifications or extensive experience—just attention to detail, a professional approach, and the motivation to complete professional exams with full support from the business.