At a Glance
- Tasks: Join a structured 12-month programme to become a fully competent IFA.
- Company: A rapidly growing firm with a supportive culture and strong national presence.
- Benefits: Competitive salary, bonus structure, and hybrid working options after training.
- Other info: Exciting long-term career development opportunities in a dynamic environment.
- Why this job: Kickstart your advisory career with hands-on training and mentorship from experienced advisers.
- Qualifications: Diploma-qualified or progressing candidates with strong communication skills.
The predicted salary is between 35000 - 60000 £ per year.
Location: St. Ives, Cambridgeshire
Salary: £35,000 – £60,000 per annum
Employment Type: Permanent
About the Opportunity
The business has grown significantly in recent years and now employs around 55 advisers nationwide, with plans to add around 10 advisers this year through planned intake cohorts rather than replacement hires. The next major intake is scheduled for July, and this role will be based from the firm’s St. Ives, Cambridgeshire office, supporting clients across the local area.
The Role
As a Trainee / Junior Adviser, you will join a structured 12‑month Adviser Development Programme, designed to take you from supported adviser to fully competent, client‑facing IFA.
You Will
- Work closely with experienced advisers in a pod‑based structure
- Attend client meetings and gradually take responsibility for your own client relationships
- Be supported through compliance sign‑off (typically achieved within ~8 months)
- Develop strong technical and relationship‑management skills
New advisers complete two weeks of initial training in Norwich (travel and accommodation fully paid), followed by a hybrid working pattern once embedded.
Training & Development
- Structured 12‑month adviser programme
- Strong mentoring, coaching, and role‑play/assessment stages
- Compliance and competence sign‑off typically achieved within the first year
- Hybrid working once established (office presence higher in year one for support)
- Long‑term career development within a growing national firm
Package & Earnings
- £35,000 – £60,000 base salary (dependent on experience)
- Bonus structure:
- Validation: 4x 40% bonus on income generated above validation
- Bonuses typically begin from year two
- Salary progression aligned to performance and AUM growth
What They’re Looking For
- Diploma‑qualified advisers or strongly progressing candidates (e.g., paraplanners or senior support professionals)
- Desire for a long‑term advisory career with structured development
- Open‑minded, coachable individuals (not set in rigid ways of working)
- Strong communication skills and a client‑focused mindset
- Willingness to engage fully in training and early office‑based learning
Why Join
- Clear, structured route into advice
- Growing firm with a strong national footprint
- Planned intake cohorts and long‑term adviser investment
- Supportive culture with strong training and onboarding
- Hybrid flexibility once established
Trainee / Junior IFA employer: Eden Rose
Join a dynamic and rapidly growing firm in St. Ives, Cambridgeshire, where you will embark on a structured 12-month Adviser Development Programme designed to transform you into a fully competent, client-facing Independent Financial Adviser. With a strong emphasis on mentoring, coaching, and a supportive culture, this role offers excellent training opportunities, hybrid working flexibility, and a clear pathway for long-term career development within a national firm that values its employees' growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee / Junior IFA
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend local events, or join online forums. The more people you know, the better your chances of landing that Trainee IFA role.
✨Tip Number 2
Practice makes perfect! Before your interviews, do some mock sessions with friends or family. This will help you feel more confident and articulate when discussing your skills and aspirations.
✨Tip Number 3
Show your enthusiasm! When you get the chance to meet potential employers, let your passion for financial advising shine through. They want to see that you're genuinely excited about the opportunity.
✨Tip Number 4
Apply through our website! We’ve got all the latest openings, and applying directly can give you an edge. Plus, it shows you’re proactive and serious about joining our team.
We think you need these skills to ace Trainee / Junior IFA
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Trainee / Junior IFA role. Highlight any relevant qualifications or experiences, especially if you're diploma-qualified or have a background in paraplanning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for a long-term advisory career and how you’re open-minded and coachable. Show us why you’re the perfect fit for our supportive culture.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us get to know you better from the start!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you understand the basics of financial advising and the specific requirements for the Trainee / Junior IFA role. Brush up on key concepts, regulations, and the firm's values. This will show that you're genuinely interested and prepared.
✨Show Your Coachability
Since they’re looking for open-minded and coachable individuals, be ready to discuss how you've adapted to feedback in the past. Share examples of how you’ve learned from experiences, especially in a team or training environment.
✨Ask Smart Questions
Prepare thoughtful questions about the Adviser Development Programme and the firm’s culture. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you. Think about what you want to learn and how you can grow within the company.
✨Demonstrate Strong Communication Skills
Practice articulating your thoughts clearly and confidently. Since the role involves client interaction, showcasing your communication skills during the interview is crucial. Consider doing mock interviews with friends or family to refine your delivery.
