Eden Rose
Trainee Financial Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref: 91012
Location
Carmarthen
Salary
£25,000 - £30,000 Per Annum
Employment Type
Permanent
Location: Carmarthen, Carmarthenshire
Type: Permanent
Job #: 91012
Salary: £25,000 - £30,000 Per Annum
Trainee Financial Adviser
Carmarthen, West Wales | £25,000–£30,000 | Full-Time | Office-Based
Are you looking to build a long-term career in financial services and want the opportunity to gain genuine exposure across mortgages, protection and wealth management?
We’re working with a growing financial services business that is looking to appoint a Trainee Financial Adviser to join their team in Carmarthen.
This is not a typical IFA trainee role. You’ll gain broad exposure across the business, working alongside experienced advisers and supporting real clients from the outset.
What You’ll Be Doing
Over your first 12 months, you’ll receive structured training and exposure across:
- Mortgage advice and administration
- Protection and life insurance
- Wealth management and financial planning
- Paraplanning and client administration
- Specialist and second-charge mortgages
- Client reviews and relationship management
- Business development and introducer relationships
- Research, quotations and preparation of client documentation
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You’ll also have the opportunity to work towards relevant professional qualifications, with full support for exams and development provided.
What we’re looking for
This Opportunity Would Suit Someone Who Is
- Genuinely interested in building a career in financial services
- Confident, personable and comfortable speaking with clients
- Commercially minded with a strong sales or relationship-building approach
- Proactive, organised and keen to learn
- Driven and ambitious, with a desire to progress
- Comfortable working in a busy, office-based environment
- A strong communicator with good attention to detail
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Financial services experience isn’t essential. We’re open to graduates and candidates from sales, banking, insurance, professional services or other client-facing backgrounds who have the right attitude and ambition.
Any progress towards CeMAP, Diploma in Regulated Financial Planning or another relevant qualification would be advantageous.
What’s on offer?
- £25,000–£30,000 salary, depending on experience
- Full professional qualification and exam support
- Structured training and development
- Exposure across mortgages, protection, wealth and specialist finance
- Genuine long-term career progression
- Opportunity to work closely with experienced advisers
- A varied role within a growing and entrepreneurial business
If you’re looking for a role where you can learn, develop and build a long-term career across multiple areas of financial services, this could be an excellent opportunity.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills