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This job expired on 25/09/2026. It no longer accepts applications.
Associate Financial Adviser – Graduate Trainee
Eden Rose · Wimbledon
Job description
About the role
Eden Rose is seeking a motivated graduate to join its fast‑growing wealth management team as an Associate Financial Adviser. This full‑time, office‑based position in Wimbledon offers a structured pathway to becoming a qualified Financial Adviser, with hands‑on client exposure from day one.
Key responsibilities
- Support senior advisers throughout the client journey, from initial contact to ongoing portfolio review.
- Prepare client documentation, conduct research, and assist in the preparation of financial plans.
- Participate in client meetings and take detailed notes to ensure accurate follow‑up.
- Maintain compliance with regulatory standards and internal procedures.
Required profile
- University degree (Bachelor’s preferred; Master’s advantageous).
- Curious, proactive, and eager to learn about financial planning.
- Strong problem‑solving attitude and a positive, driven mindset.
- Residency within a commutable distance to Wimbledon.
Required skills
- Proficiency with Google Workspace.
- Competent use of Microsoft Excel.
What we offer
- Starting salary £25,000‑£30,000, rising to £35,000 after Level 4 qualification.
- Fully funded Level 4 Diploma and professional exams.
- Annual performance bonus and fee‑sharing arrangement once qualified.
- Dedicated manager and buddy for continuous development.
- Clear progression to a qualified Financial Adviser role.
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Eden Rose
Wimbledon
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