Wealth manager Work, Jobs in Prescot, Msy (with Salaries)

Trainee Financial Adviser
Douglas Steers & Company —Warrington
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
5d
2026 Wealth Management Graduate Trainee (Leeds)
Schroders —Manchester
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
2d
Client Relationship Manager - North
Quilter —Chester
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
13d
Relationship Manager Corporate Banking - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Management
- Sales
- Marketing
12d
Audit Assistant Manager - North West
BDO —Liverpool
- Full-time
- Supervising experience
11d
Sales Support Analyst
Quilter —Liverpool
- Full-time
- Sales
- SharePoint
- Financial services
11d
Customer Onboarding Team Leader
Close Brothers —Sale
- Full-time
- Hybrid work
- Management
- Analysis skills
- Financial services
4d
Policy Officer
Preston City Council —Preston
- £35,235 - £37,035 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
5d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
9d
Event Delivery Manager
BDO —Liverpool
- Full-time
- Organisational skills
- IT
- Leadership
Business Restructuring - Case Management Team Assistant
BDO —Liverpool
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
9d
Business Development Manager
The BigLife Group —Manchester
- £49,282 - £51,356 a year
- Full-time
- In-person
- Annual leave
- Employee discount
Business Development Manager = Regional Sales
Nationwide Platforms —Warrington
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Audit Stream Learning and Development - Learning Compliance Lead
BDO —Liverpool
- Full-time
- Leadership
Senior Planner
AmcoGiffen —Warrington
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Contracts
- Communication skills
- Life insurance
Quick apply
8d
Head of Account Management
Close Brothers —Sale
- Full-time
- Hybrid work
- CRM software
- Management
- Salesforce
8d
SSC Professional Qualifications Administrator
BDO —Liverpool
- Full-time
- Microsoft Excel
- IT
Trust Manager - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Tax experience
Quick apply
Investment Administrator
Quilter —Liverpool
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- IT

I want to receive the latest job alerts for wealth manager in prescot, msy

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near prescot, msy

Trainee Financial Adviser

Douglas Steers & Company
Warrington

Quick apply

Job details

Full-time
Up to £100,000 a year
5 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: Up to £100,000.00 per year

Benefits:

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

Application question(s):

Do you currently hold Level 4 Diploma in Regulated Financial Planning with CII or LIBF?

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in prescot, msy

Trainee Financial Adviser

2026 Wealth Management Graduate Trainee (Leeds)

Client Relationship Manager - North

Relationship Manager Corporate Banking - Mandarin Speaking

Audit Assistant Manager - North West

Sales Support Analyst

Customer Onboarding Team Leader

Policy Officer

Experienced Life Insurance Advisor - Office Based

Paraplanner

Event Delivery Manager

Business Restructuring - Case Management Team Assistant

Business Development Manager

Business Development Manager = Regional Sales

Audit Stream Learning and Development - Learning Compliance Lead

Senior Planner

Head of Account Management

SSC Professional Qualifications Administrator

Trust Manager - Private Wealth

Investment Administrator

I want to receive the latest job alerts for wealth manager in prescot, msy

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected