Associate Financial Adviser – Graduate Trainee

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.