Trainee financial advisor Work, Jobs in England (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
Trainee Financial Advisor Programme
7IM —London
- £26,000 a year
11d
Trainee Mortgage Advisor
Safeguard Financial Services Ltd —Gateshead
- From £26,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Free parking
Quick apply
14d
Trainee Mortgage Advisor
Dragon Finance —Sale
- £25,000 - £35,000 a year
- Full-time
- Basic maths
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
7d
Apprentice financial advisor
TC-Group —Newcastle upon Tyne
- Full-time
- Financial services
- Communication skills
- Annual leave
Quick apply
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Sales
- English
- Finance
Quick apply
8d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
7d
Trainee Mortgage Advisor (Wallington)
Jigsaw Financial —Wallington
- £26,000 - £60,000 a year
- Full-time
- Sales
- Basic maths
- Financial services
- Life insurance
Quick apply
8d
TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Trainee Debt Advisor (Bradford support hub based)
Christians Against Poverty —Bradford
- £25,810 - £29,926 a year
- Full-time
- Hybrid work
- Flexitime
- Employee assistance programme
AAT Trainee Accountant - Carlisle
Armstrong Watson —Carlisle
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
AAT Trainee Accountant - Cockermouth
Armstrong Watson —Cockermouth
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
AAT Trainee Accountant - Workington
Armstrong Watson —Workington
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Insurance Web Agent
Bionic Services Ltd —London
- Full-time
- Sales
- Annual leave
- Employee assistance programme
Quick apply
10d
Trainee Accountant
TC-Group —Colchester
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
- Annual leave
Quick apply
7d
Trainee Mortgage Advisor
Haysto —Norwich
- £25,776 - £35,000 a year
- Full-time
- In-person
Quick apply
Trainee Mortgage Advisor
Connells Group —Milton Keynes
- Full-time
- Customer service
- Organisational skills
- Financial services
- Employee discount
Quick apply
14d
Talent Acquisition Advisor
Thompsons Solicitors —Manchester
- £27,625 - £29,636 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- University
- Annual leave
- Employee assistance programme
Tax Graduate Programme (ATT CTA) - Private Client - Godalming, Surrey- September 2026
Moore Kingston Smith —Godalming
- £30,000 a year
- Full-time
- Hybrid work
- Tax experience
Quick apply
Trainee Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year

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

trainee financial advisor jobs in england

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Trainee Mortgage Advisor

Apprentice financial advisor

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Trainee/Junior Financial Planner

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TRAINEE PARAPLANNER

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AAT Trainee Accountant - Cockermouth

AAT Trainee Accountant - Workington

Insurance Web Agent

Trainee Accountant

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Talent Acquisition Advisor

Tax Graduate Programme (ATT CTA) - Private Client - Godalming, Surrey- September 2026

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