Trainee wealth Work, Jobs in Chippenham (with Salaries)

Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
1d
Trainee Accountant - Office for Students
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Accounting
- Annual leave
17h
Trainee Stock Auditor (Licensed Hospitality) - Swindon
Roslyns Group —Swindon
- £26,500 - £28,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
6d
Trainee Accountant
Office for Students —Bristol
- £37,614 - £38,577 a year
- Full-time
- Hybrid work
- Analysis skills
- Accounting
- Analytics
- Annual leave
1d
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Word
Corporate Associate
Osborne Clarke —Bristol
Senior Associate - Financial Regulation & Disputes
TLT —Bristol
- Full-time
- Hybrid work
- Business development
- Supervising experience
- Organisational skills
Professional Support Lawyer
Burges Salmon —Bristol
- Part-time
- Business development
- Training & development
Band 8a Clinical Psychologist - Bristol
Avon and Wiltshire Mental Health Partnership NHS Trust —Bristol
- £57,528 - £64,750 a year
- Part-time
- Research
- Experience working with children
- Leadership
7d

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Trainee Accountant - Office for Students
Office for Students —Bristol
You'll be a recent accountancy graduate or have previous finance experience, including being part-qualified with a CCAB body or AAT qualified.
£37,614 - £38,577 a year
17h
Trainee Accountant
Office for Students —Bristol
You'll be a recent accountancy graduate or have previous finance experience, including being part-qualified with a CCAB body or AAT qualified.
£37,614 - £38,577 a year
1d

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Trainee Wealth Adviser

The Openwork Partnership -
Swindon

Apply Now

Job details

Permanent
£45,000 a year
1 day ago

Benefits

Private dental insurance
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Client engagement

Full job description

The opportunity

Ready to take the next step in your Financial Advice career?

At The Openwork Partnership, we're looking for ambitious, Level 4 Diploma qualified professionals who are ready to build a career in Wealth Advice.

You don't need extensive experience providing financial advice already. In fact, this opportunity has been specifically designed for talented professionals who have invested in their qualifications and are looking for the right platform to launch their advice career.

This role would be particularly well suited to:

Paraplanners looking to move into an advisory role
Recently qualified Wealth Advisers seeking structured development and support
Financial services professionals with a Level 4 Diploma who are ready to begin advising clients

The Benefits:

Salary – £45,000
Bonus scheme - on target bonus –10%
Pension scheme - contribute up to 5% of your salary and we will match and put in an extra 5%
Critical illness cover
Income protection
Death in service - 4x salary
27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

About the Opportunity

You'll join our employed advice team and take part in an intensive development programme designed to equip you with the knowledge, skills, and confidence required to deliver high-quality financial advice.

During your first quarter with us, you'll complete a comprehensive Wealth Adviser Bootcamp, including:

Structured technical and advisory training
In-depth coaching from experienced Wealth Advisers and business leaders
Licensing and competency sign-off programme
Regulatory and compliance development
Client engagement and advice process training

Following successful completion of the programme and licensing requirements, you'll transition into an advising role, working directly with clients and beginning your journey as a Wealth Adviser within The Openwork Partnership.

What will you need to succeed?

Level 4 Diploma in Financial Planning
Passionate about developing a career in Wealth Advice
Strong communicators with excellent interpersonal skills
Client-focused and committed to delivering positive outcomes

Training & Location Requirements

The initial training and development programme will be delivered from our Swindon Head Office. Candidates must be able to travel to our Swindon HQ regularly during the first three months of employment to fully participate in the bootcamp, training sessions, coaching, and licensing activities.

Selection Process

We will be running Assessment Centres in Swindon throughout September for this opportunity. Successful candidates will progress through our assessment process and, on joining, begin the next available Trainee Wealth Adviser bootcamp in January 2027.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Apply Now

Refine Your Search

trainee wealth jobs in chippenham

Trainee Wealth Adviser

Trainee Accountant - Office for Students

Trainee Stock Auditor (Licensed Hospitality) - Swindon

Trainee Accountant

Private Wealth Legal Executive

Corporate Associate

Senior Associate - Financial Regulation & Disputes

Professional Support Lawyer

Band 8a Clinical Psychologist - Bristol

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