financial adviser Work, Jobs in cardiff cf3 (with Salaries)

Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
9d
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Wealth Administrator Assistant
Royal Bank of Canada —Cardiff
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
10d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Graduate Audit Trainee (ACA)
Saffery —Bristol
- Bachelor's degree
- Profit sharing
- Annual leave
6d
Investment Specialist
Lloyds Wealth —Bristol
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
4d
Junior to Mid Portfolio Manager
Atomos —Bristol
- Hybrid work
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Personal Tax Assistant
Azets —Cardiff
- Full-time
- Tax experience
Quick apply
Investments Administrator
Hartley Pensions —Bristol
- £26,420.00 - £34,011.38 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Quick apply
Associate - Professional & Financial Risks (Brokers)
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
IFA Administrator/Trainee Paraplanner
Dragon Financial Planning Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Sick pay
Quick apply
11d
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Senior Associate - Financial Regulation & Disputes
TLT —Bristol
- Full-time
- Hybrid work
- Supervising experience
- Organisational skills
- Communication skills
M&A Integration Administrator
Clifton Asset Management —Bristol
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Financial Planner
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Quick apply
Paralegal
TLT —Bristol
- Full-time
- Hybrid work
- IT
- Communication skills
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year
9 days ago

Benefits

Free parking
Health & wellbeing programme
Cycle to work scheme
Financial planning services
Company pension
Company events
Private medical insurance
Car scheme
On-site parking

Qualifications

Driving Licence
Sales
Analysis skills
Driving
Financial services
Communication skills
Certificate in Insurance
Time management

Full job description

Recognised in the FT Top 100 for six consecutive years, we are a well-established, family-run firm, continuing to expand during an exciting period of sustained growth.

At Douglas Steers & Company, we are passionate about helping our clients achieve their financial goals through expert wealth and retirement planning. We believe the best client outcomes begin with expert advisers, this is why we invest in structured training, hands-on support, and clear development pathways for our Financial Advisers.

We are looking for ambitious individuals who are eager to grow, develop their expertise, and build a long-term career with us. If you are ready to take the next step in your journey, this is an exciting opportunity to join a forward-thinking firm that will invest in your future as much as you invest in ours.

The Opportunity:

Trainee Financial Advisor (qualified) – Base Salary £50K

*Entry requirements: A Level 4 Diploma in Regulated Financial Planning is required.

Fast-track your career as a client-facing, qualified IFA.

This intensive development programme combines expert coaching, hands-on training, and tailored business support to accelerate your progression. You’ll gain the practical experience and commercial insight required to confidently step into a client advisory position.

In your first year of advising, on-target earnings could be up to £100,000 per annum.

About you:

You may be seeking a fresh challenge or considering a new career direction within Financial Advice. Perhaps you are ready to begin a new journey that builds on the skills you have developed in previous roles and utilises them into a rewarding career.

You will be a confident communicator, comfortable engaging with a wide range of people and skilled in active listening. With strong organisational ability and an adaptable and flexible mindset, you will feel comfortable managing your own workload and diary to meet client needs.

You recognise that meaningful growth requires focus, commitment, and careful planning. Most importantly, you have a genuine interest in a career in Financial Planning and the drive and focus to develop into a successful Financial Adviser.

Your skillset and experience:

CII/LIBF Level 4 Diploma (essential)
Previous experience in financial services administration, sales or education roles (essential)
Strong communication skills
Demonstrate excellent time management skills, consistently meeting deadlines
Work well under pressure while maintaining a high standard of work
Excellent analytical skills with the ability to interpret complex financial data
Ability to work as part of a team or on their own, using initiative
Excellent presentation and sales skills
Hold a UK Driving License and access to a vehicle
Must be within a commutable distance or willing to relocate for the role

Perks at DSC:

33 days holiday (including Bank Holidays)
Christmas closure
Professional body membership paid for
Company events
Matched pension contribution scheme with AVIVA
Wellbeing support
Holiday buy/sell scheme
Private Medical Insurance (after probation period)
Cycle to Work scheme (after 2 years)
Birthday off (after 2 years)
Electric Vehicle Scheme (after 6-months)

How to Apply and Interview Process:

Please apply with an up-to-date tailored CV and a cover letter detailing why you meet the requirements and skills set required for this role. Applications that do not include a cover letter will not be considered for the role.

This is a competitive application journey with three interview stages:

1 Stage: Telephone Interview and Discussion
2 Stage: Face to face Interview with our HR & Talent Manager
3 Stage: Face to face interview with the Head Advisor and Director

We try to provide feedback to unsuccessful candidates, however due to the volume of applications received this may not always be possible.

Please note at this time, we are unable to offer sponsorship pathways for a Skilled Worker Visa currently, please consider this in your application.

What next?
If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career and believe you have the skills and experience to thrive in this role, we'd love to hear from you!

Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.

Job Type: Full-time

Pay: £50,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Health & wellbeing programme
On-site parking

Ability to commute/relocate:

Bristol BS32 4AQ: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

UK Driving License and access to a vehicle (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in cardiff cf3

Trainee Financial Adviser

Financial Adviser (Cardiff)

Client Services Executive

Wealth Administrator Assistant

Financial Planner

Graduate Audit Trainee (ACA)

Investment Specialist

Junior to Mid Portfolio Manager

Associate - Professional & Financial Risks

Personal Tax Assistant

Investments Administrator

Associate - Professional & Financial Risks (Brokers)

Client Services Manager

IFA Administrator/Trainee Paraplanner

Associate Director Financial Planning

Senior Associate - Financial Regulation & Disputes

M&A Integration Administrator

Financial Planner

Paralegal

Senior Financial Planner

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