How we invest in our people at Rosebridge, and why it benefits our clients

Financial planning encompasses more than just investing, but allocating a portion of your wealth to the markets is essential for future growth. Investing in a diverse range of assets allows your wealth to grow over time, offering you the potential for significant returns and providing valuable income later in life.

At Rosebridge, we encourage you to follow a careful, evidence-based investment strategy. Crucially, we practise what we preach in how we run our business, too, actively investing in our team now to constantly improve the service we provide.

By investing in our people, we can nurture talented individuals and help them expand their knowledge so that they have the skills they need to offer high-quality financial planning.

Financial planning is a long-term commitment, and clients need assurance that their planning firm will support them throughout their life journey. At Rosebridge, we embrace a future-focused approach by nurturing the next generation of advisers. This allows us to instil the core values and culture we uphold, ensuring the best outcomes for our clients.

Find out how we invest in our people so that we can continue to offer you a best-in-class service.

All our team members have access to educational and development opportunities

One of our major focuses is in exceeding the industry standard mandatory annual training requirements, as this has immense value for the team and for clients.

The educational opportunities we have to offer at Rosebridge are varied, with 11 members of the team having completed financial Diploma qualifications and 10 attaining Chartered financial planning status.

We know how important it is to be able to learn and grow in your job. That is why we prioritise continued professional development (CPD), and are committed to providing the team with the tools and support they need to succeed while learning and developing in their career.

In April, we hosted a learning and CPD day for this very reason, offering exactly this kind of opportunity to our team members to help them grow in their roles.

We ensure people who join our team have a clear career road map and, together, we plan for their CPD, investing in training days and sessions like this one that cover a range of topics to continually help the team broaden their knowledge.

Just as we encourage clients to invest their wealth so they can live their desired lifestyles, we invest in our team to ensure that they excel in their careers and achieve their life goals.

We help our team members thrive, no matter where they are in their careers

No matter where our team members are in their careers, we provide them with the support they need to not just succeed, but thrive in their roles.

For example, Richard Taylor joined us in 2014, a Chartered financial planner who had been advising for 20 years.

Richard wanted to work with a truly independent business that has a focus on building long-lasting relationships with clients and putting their needs at the centre. So, Rosebridge was a perfect fit for him.

Crucially, the continued assistance from the wider time is a key part of what makes Rosebridge an excellent place to advise clients.

As Richard puts it himself: “It’s a friendly and supportive team, technically there’s lots of help and assistance. We are dealing with the higher end of high net worth individuals’ interests, therefore it’s challenging planning work but in a highly valued environment.”

At the other end of the experience spectrum, we are also willing to take a risk and invest in the right people who have the determination and drive to succeed and achieve their career goals in financial services.

This includes James Mannion who joined us as a trainee client relationships manager in March. After six-and-a-half years in the Royal Marines, James aspired to get into financial services.

His path to Rosebridge started at a careers fair and, after landing an interview with us, we knew that our values, future focus, and work ethic aligned with what James wanted to achieve.

In his short time with us so far, James has already attained his Financial Protection RO5 and is now working toward his Financial Services, Regulations and Ethics RO1. These are core units for his Diploma in Regulated Financial Planning, which meets the FCA’s qualification requirements for retail investment advisers.

With the ultimate goal of becoming a Chartered financial planner, we look forward to supporting James throughout a successful career.

Want to join our team, or know anyone who might? Please do apply

Thanks to the growth we have achieved over the past two decades, we are constantly expanding our team.

We proudly offer the CII’s Aspire Apprenticeship Programme, providing a clear pathway to becoming an adviser.

Aspire Apprentices gain hands-on experience working within the financial services sector while working towards achieving a Diploma in Financial Planning (Dip PFS). And, upon completion, they will receive further support on the path to becoming Chartered.

At Rosebridge, we operate an open access policy, and do not screen out any applications on your academic performance at A-Level or degree-level alone. However, you will need a minimum of 120 UCAS points from your top three A-levels, five Highers or equivalent to be eligible to apply.

We also regularly update our vacancies page with the latest opportunities we have. Head over to our job openings page to see the latest vacancies we have, including the key responsibilities, competencies and benefits.

Please apply if you are eager to work in a dynamic, fast-paced office environment that offers great opportunities for growth and collaboration. If you know someone who might be a good fit for one of our roles, please encourage them to apply as well.

Get in touch

If you would like support managing your wealth from a team of Chartered financial planners, please do get in touch today.

Email or call 01204 300010 to find out how we can help you.

Please note

This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.


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