One of the North’s leading Chartered Financial Planning Advisers, Rosebridge, is defying the recruitment trend. As team members advance and move into new roles within the company—some attaining Chartered Status while others progress through their professional financial training—opportunities have emerged for new individuals to join the Rosebridge team. Since January, they have recruited seven new team members and are still looking to hire a client services administrator.
Rosebridge is dedicated to the development of their team, focusing on providing opportunities for success and growth in the financial services sector. They offer a fully funded learning program to achieve a Diploma in Regulated Financial Planning and are committed to supporting their employees’ career journeys with study days and learning support.
“Working full-time and studying is a big commitment, but being able to collaborate with like-minded colleagues who share the same goals is valuable for the team, as it provides extra motivation from a studying perspective. Studying alongside working colleagues means we are a well-rounded and knowledgeable team, ready to help each other achieve the best solutions to meet our clients’ objectives,” explained Andrew Lee, Chartered Financial Planner—one of the first homegrown advisers within the business.
At Rosebridge, employees continue to excel throughout their careers. The educational opportunities offered are diverse, with team members having completed Financial Administration, Diploma, and Chartered Financial Planning qualifications.
“We provide the tools and support our team needs while they learn and develop in their careers. We ensure that new team members have a clear career roadmap and together, we plan their Continuing Professional Development,” added Phil Rose, Rosebridge CEO.
Rosebridge values the power of learning in the workplace and how it enables the team to apply new skills daily.
Several team members have achieved notable career milestones during their time at Rosebridge. As a Chartered Firm, Rosebridge takes pride in having such a highly qualified team, including 11 Chartered Financial Planners and 7 Diploma Qualified Client Relationship Managers.
Phil continued, “We understand the importance of being able to learn and grow in your job. Rosebridge goes beyond standard CPD. We invest in our team to ensure they excel in their careers and achieve their life goals.”
Employers like Rosebridge, who empower their team to thrive and succeed in their careers, are attracting both local and national talent to the Financial Services Industry.
About Rosebridge:
Rosebridge is a firm of Chartered Financial Planners dedicated to providing a bespoke, specialist service.
They take a holistic approach to financial advice; gaining a complete understanding of their clients’ needs and building a robust strategy to help them achieve their goals.
To date, they have invested hundreds of millions of funds – a testament to the trust their clients place on the firm.
For more information about Rosebridge, please visit: https://rosebridgeltd.com