Financial adviser Work, Jobs in Wells, Eng (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
11d
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Portfolio Manager & Research Analyst
Alpha Portfolio Management —Bristol
- £45,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
- Employee discount
- Life insurance
Quick apply
Personal Wealth Adviser
Lloyds Wealth —Taunton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
7d
Investment Research Analyst
Alpha Portfolio Management —Bristol
- £45,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
- Employee discount
- Life insurance
Quick apply
Team Leader - Financial Planning Support
Old Mill —Wells
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Junior to Mid Portfolio Manager
Atomos —Bristol
- Hybrid work
VodafoneThree - Senior Legal Counsel
Vodafone —Bristol
- Full-time
- Hybrid work
- Negotiation
- Employee discount
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Investment Specialist
Lloyds Wealth —Bristol
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
7d
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
Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
1d
Operations Administrator
Positive Wealth Creation Ltd —Burnham-on-Sea
- £30,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Financial services
Quick apply
19h
Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
1h
Clinical Scientist - Diagnostic Radiology and Radiation Protection
Somerset NHS Foundation Trust —Taunton
- £49,387 - £56,515 a year
- Full-time
- Doctoral degree
- Master's degree
- Bachelor's degree
- Annual leave
- Employee discount
Corporate Finance Associate
Old Mill —Yeovil
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
5d
Paralegal
TLT —Bristol
- Full-time
- Hybrid work
- IT
- Communication skills
Newly Qualified Accountant - Corporate Finance
Old Mill —Yeovil
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
6d
Client Services Executive
Wealthtime —Bath
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Junior Accounting Analyst
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
20h

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year
11 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 wells, eng

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Trainee Financial Adviser

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Personal Wealth Adviser

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Junior to Mid Portfolio Manager

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People Business Partner

Investment Specialist

M&A Integration Administrator

Adviser Support

Operations Administrator

Financial Planning Associate - Bristol

Clinical Scientist - Diagnostic Radiology and Radiation Protection

Corporate Finance Associate

Paralegal

Newly Qualified Accountant - Corporate Finance

Client Services Executive

Junior Accounting Analyst

I want to receive the latest job alerts for financial adviser in wells, eng

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