This job is no longer available
This job expired on 30/09/2026. It no longer accepts applications.
Trainee Financial Adviser – Hybrid (up to £40k)
Eden Rose · Liverpool
Job description
About the role
Join a growing wealth management firm as a Trainee Financial Adviser. This hybrid position offers a solid foundation in financial planning with full support and professional development.
Key responsibilities
- Assist advisers with client research and financial analysis
- Support the preparation of suitability and recommendation reports
- Maintain accurate client records and administrative processes
- Liaise with investment, pension, and insurance providers
- Support client meetings and ongoing servicing
- Learn all aspects of financial planning, including pensions, investments, tax planning, and protection
Required profile
- Highly organised with strong attention to detail
- Excellent communication and interpersonal skills
- Motivated to develop a career in financial advice
- Some administrative or financial services experience is advantageous but not essential
- Willing to undertake professional training and qualifications
Required skills
What we offer
- Hybrid working model
- Salary up to £40,000 per year
- Full support and professional development
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Eden Rose
Liverpool
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