Private client Work, Jobs in Weeley, Ess (with Salaries)

Trainee Financial Adviser
Douglas Steers & Company —Ipswich
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Health & wellbeing programme
Quick apply
6h
Events Organiser
Colchester United Football Club —Colchester
- £26,500 a year
- Weekend availability
- Organisational skills
Project Manager
Unity Online —Needham Market
- £28,000 - £38,000 a year
- Full-time
- Business development
- Project management
- Software development
- Free parking
Quick apply
13d
Customer Support Officer
Babergh and Mid Suffolk District Council —Stowmarket
- £27,694 - £31,022 a year
- Monday to Friday
- Hybrid work
- Employee assistance programme
23h
Support Worker/Carer
UNITED CARE PLUS SUPPORT SOLUTION LTD —Walton-on-the-Naze
- £21,962.00 - £36,042.98 a year
- Weekend availability
- Care experience
- Cooking
- Mentoring
- Paid training
Quick apply
8d
Customer Support Officer
Babergh and Mid Suffolk District Councils —Stowmarket
- £27,694 - £31,022 a year
- Part-time
- Hybrid work
- Employee assistance programme
11d
Care Coordinator
Senkoun Integrated Healthcare Solutions Ltd —Clacton-on-Sea
- £14 - £15 an hour
- Part-time
- Supervising experience
- In-person
- Leadership
- Free parking
- Paid training
Quick apply
1d
Recovery Claims Handler
MPL Claims Management —Colchester
- £24,000 - £26,000 a year
- Full-time
- Customer service
- Microsoft Office
- Communication skills
- Free parking
- Annual leave
Quick apply
Sessional Play Therapist
CARA (Centre for Action on Rape and Abuse) —Colchester
- £37.50 an hour
- Master's degree
- IT
- In-person
Quick apply
Trainee Legal Assistant - Private Client
Holmes and Hills LLP —Witham
- Tax experience
- Employee assistance programme
- Life insurance
11d
Client Support - Management Services
Miller Insurance Services —Ipswich
- Travel
- Annual leave
Digital Account Manager
Unity Online —Ipswich
- £25,000 - £37,000 a year
- Full-time
- IT
- In-person
- Marketing
- Free parking
Quick apply
7h
Procurement Manager
Push Power —Colchester
- £45,000 - £55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
4d
Claims Handler
Gallagher Bassett —Ipswich
- Customer service
- Organisational skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Project Manager
M Group —Ipswich
- Project management
- Annual leave
- Employee assistance programme
Care Coordinator & Quality Support Officer
Access Dignity Care —Walton-on-the-Naze
- From £32,000 a year
- Full-time
- Organisational skills
- IT
- In-person
- Free parking
Quick apply
Private Client Tax Assistant Manager
BDO —Ipswich
- Full-time
- Microsoft Office
- Tax experience
12d
Senior Client Support
Scrutton Bland —Colchester
- Hybrid work
- Accounting
- Mentoring
- QuickBooks
Quick apply
2h
Service Desk Team Leader
Its Lolly —Braintree
- £30,000 - £35,000 a year
- Full-time
- Management
- Computer networking
- Data entry
- Free parking
- Sick pay
Quick apply
Private Client Tax Manager
BDO —Ipswich
- Full-time
- Microsoft Office
- Tax experience
12d

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Trainee Financial Adviser

Douglas Steers & Company
Ipswich

Quick apply

Job details

Full-time
Up to £100,000 a year
6 hours ago

Benefits

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
Health & wellbeing programme
On-site parking
Private medical insurance

Application question(s):

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

Licence/Certification:

UK Driving License and access to a vehicle (preferred)

Work Location: In person

Quick apply

Refine Your Search

private client jobs in weeley, ess

Trainee Financial Adviser

Events Organiser

Project Manager

Customer Support Officer

Support Worker/Carer

Customer Support Officer

Care Coordinator

Recovery Claims Handler

Sessional Play Therapist

Trainee Legal Assistant - Private Client

Client Support - Management Services

Digital Account Manager

Procurement Manager

Claims Handler

Project Manager

Care Coordinator & Quality Support Officer

Private Client Tax Assistant Manager

Senior Client Support

Service Desk Team Leader

Private Client Tax Manager

I want to receive the latest job alerts for private client in weeley, ess

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