Financial advisor Work, Jobs in Appleton, Chs (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
4d
Customer Service Advisor
Yorkshire Building Society —Warrington
- £18,200 a year
- Customer service
- Financial services
1d
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
Junior Commercial Advisor
Verisure Services (UK) Limited —Warrington
- £3,800 a month
- Full-time
Quick apply
Protection Advisor
Entire Financial Services —Runcorn
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Communication skills
- Free parking
- Work from home
Quick apply
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Warrington 22.5 Hours)
l'Oréal —Warrington
- Full-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
5d
Insurance Advisor
Howden Group Holdings —Macclesfield
- Full-time
- Hybrid work
- Employee discount
11d
IVA Sales Advisor
NDH Financial Limited —Stockport
- £26,000 - £55,000 a year
- Full-time
- Data entry
- Financial services
- In-person
Quick apply
12d
Customer Service Advisor - Hybrid
Search Hiredonline —Blacon
- Up to £36,571 a year
- Monday to Friday
- Hybrid work
- Customer service
- Financial services
- In-person
4d
VodafoneThree - Senior Onsite Advisor
Vodafone —Knutsford
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
Finance Controller/Lead
Ingram Micro —Northwich
- Full-time
- Communication skills
- Tax experience
Mortgage Advisor
The Mortgage Experts —Kidsgrove
- £60,000 - £100,000 a year
- Remote
Quick apply
Senior Reporting and Insights Analyst
Clear Business —Sale
- £38,505 - £55,000 a year
- Full-time
- Hybrid work
- Azure
- SQL
- Agile
- Free parking
- Annual leave
Quick apply
Customer Service Advisor - Liverpool
HM Revenue and Customs —Liverpool
- £28,016 a year
- Part-time
- Hybrid work
- Customer service
- Basic maths
- No experience needed
- Annual leave
- Work from home
1d
Customer Service Telephone Advisor - Manchester
Coventry Building Society —Manchester
- £28,175 a year
- Weekend availability
- IT
- Financial services
- Communication skills
3d
Commercial Finance Manager
Epredia —Runcorn
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
4d
Account Manager
Nucleus Global —Manchester
- Remote
- Project management
- Organisational skills
- Communication skills
8d
Inbound Sales Advisor
Haier Europe —Bolton
- £29,993 - £30,818 a year
- Weekend availability
- Hybrid work
- Sales
- Communication skills
- Free parking
- Employee assistance programme
Tesco Travel Money Advisor
Travelex —St Helens
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Demolition Administration and Compliance Manager
Rhodar Industrial Services Ltd —Warrington
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply

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Trainee Financial Adviser

Douglas Steers & Company
Warrington

Quick apply

Job details

Full-time
Up to £100,000 a year
4 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

financial advisor jobs in appleton, chs

Trainee Financial Adviser

Customer Service Advisor

Experienced Life Insurance Advisor - Office Based

Junior Commercial Advisor

Protection Advisor

L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Warrington 22.5 Hours)

Insurance Advisor

IVA Sales Advisor

Customer Service Advisor - Hybrid

VodafoneThree - Senior Onsite Advisor

Finance Controller/Lead

Mortgage Advisor

Senior Reporting and Insights Analyst

Customer Service Advisor - Liverpool

Customer Service Telephone Advisor - Manchester

Commercial Finance Manager

Account Manager

Inbound Sales Advisor

Tesco Travel Money Advisor

Demolition Administration and Compliance Manager

I want to receive the latest job alerts for financial advisor in appleton, chs

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