Finance Work, Jobs in Portishead, Som (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
Finance Administrator
IESIS Lettings and Management —Bristol
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Financial services
- Free parking
- Sick pay
Quick apply
5d
Account Assistant
Adept Fire & Security Ltd —Bristol
- From £13 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
2d
Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
11h
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
5d
Accounts Assistant
Door maintenance Co Ltd —Sully ED
- From £12.71 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
- Free parking
Quick apply
14d
Finance Controller
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Free parking
- Employee assistance programme
Finance Manager
Airmec Essential Services —Almondsbury
- £48,000 - £58,550 a year
- Full-time
- Microsoft Excel
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
Finance Assistant
Protection Group International —Bristol
- Hybrid work
- Microsoft Office
- IT
- Communication skills
Quick apply
6d
Finance Assistant
St David's Foundation Hospice Care —Newport
- £14,870.70 - £24,784.50 a year
- Microsoft Office
- Accounting
- Data entry
11d
Customer Account Executive
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
FP&A Analyst
Protection Group International —Bristol
- Hybrid work
- Microsoft Excel
Quick apply
5d
Client Accounts Assistant
Andrews Property Group —Keynsham
- £28,000 a year
- Full-time
- Data entry
- Financial services
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
12d
Client Account Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Social media management
- Leadership
- Communication skills
Quick apply
6d
Accounts Assistant (Purchase Ledger and Credit Control )
ABM Catering for Leisure Ltd —Cardiff
- From £25,500 a year
- Full-time
- Sales
- Microsoft Office
- Organisational skills
- Free parking
- Life insurance
Quick apply
7d
Finance Analyst
Agratas —Bridgwater
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- ERP systems
- Analysis skills
- Free parking
- Employee discount
Quick apply
14d
Accounts Manager
LUV Infinity Group —Bristol
- Up to £35,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- QuickBooks
- Free parking
- Employee discount
Quick apply
8d
Business Analyst - Finance
MotabilityDotNet —Bristol
- Hybrid work
- Data analysis skills
- Bachelor's degree
- Agile
- Annual leave
- Employee discount
8d
Assistant Investment Manager
Argentis Group Limited —Bath
- Full-time
- Hybrid work
- Management
- No degree
- In-person
Quick apply
Purchase Ledger Assistant - Bristol
Space Engineering Services Limited —Brislington
- Full-time
14h

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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

finance jobs in portishead, som

Trainee Financial Adviser

Finance Administrator

Account Assistant

Trainee Mortgage Advisor

Finance and Operations Administrator

Accounts Assistant

Finance Controller

Finance Manager

Finance Assistant

Finance Assistant

Customer Account Executive

FP&A Analyst

Client Accounts Assistant

Client Account Manager

Accounts Assistant (Purchase Ledger and Credit Control )

Finance Analyst

Accounts Manager

Business Analyst - Finance

Assistant Investment Manager

Purchase Ledger Assistant - Bristol

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