Trainee Financial Planner – Path to Chartered Advisor (Hybrid)

Company: Eden Rose
Apply for the Trainee Financial Planner – Path to Chartered Advisor (Hybrid)
Location: Stourport on Severn
Job Description:

Eden Rose, a Chartered IFA based in the West-Midlands near Coventry, is seeking a Trainee Financial Planner to join and support a Senior IFA. You will work towards your CAS and become a signed off competent advisor, taking over a small client bank.

The role involves regular travel around the Worcester area, with agile and home working policies and comprehensive exam support through the CII.

This is a path to qualified wealth management, with generous salary, bonus and pension benefits.

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Posted: October 16th, 2026