Trainee Paraplanner: Path to Financial Adviser

Eden Rose; Stamford; 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 our growing independent wealth management team. This onsite role offers full training, support for professional qualifications and a clear route into Financial Advice. You’ll gain hands-on experience across the full client journey and advance as your skills grow.

The position supports your development with structured training, exposure to client meetings and hands-on reporting across pensions, investments and planning.

Qualifications

• This role requires a strong attention to detail and a genuine interest in financial advice.
• Candidate should be motivated to complete professional examinations with company support.
• Ambition to develop a long-term career in financial services.

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 technical knowledge across pensions, investments and financial planning.
• Progress towards professional qualifications with full support from the business.
• Progress towards a Financial Adviser position as experience grows.

Skills

Attention to detail

Communication skills

Motivation to learn

Job description

Eden Rose in Stamford is seeking a Trainee Paraplanner to join our growing independent wealth management team. This onsite role offers full training, support for professional qualifications and a clear route into Financial Advice. You’ll gain hands-on experience across the full client journey and advance as your skills grow.

The position supports your development with structured training, exposure to client meetings and hands-on reporting across pensions, investments and planning.