Financial advisor Work, Jobs in Caldicot, Mon (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
14d
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
4d
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
7d
Customer Service Representative
Copart —Bristol
- £29,436 a year
- Customer service
- Communication skills
- Employee discount
- Life insurance
Quick apply
Legal Advisor
RAC —Bristol
- Up to £28,000 a year
- Master's degree
- Contracts
- Communication skills
- Annual leave
- Flexible schedule
Creative production and installation manager
One World Creative —Chepstow
- £26,159.16 - £35,920.29 a year
- Full-time
- Hybrid work
- Project management
- Organisational skills
- Leadership
- Free parking
Quick apply
1d
Housing & Wellbeing Advisor
Pobl Group —Newport
- £35,040 a year
- Full-time
- Employee discount
- Sick pay
1d
Parts Advisor
Alliance Automotive Group LV —Bristol
- Communication skills
- Employee discount
Quick apply
4d
Customer Experience Advisor
LegalAndGeneral —Cardiff
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
Quick apply
3d
Clinical Nurse Advisor
Superdrug —Cardiff
- Up to £39,000 a year
- Organisational skills
- IT
- Communication skills
- Store discount
- Annual leave
Office Manager
Midpoint Homes Ltd —Newport
- £30,000.00 - £37,183.30 a year
- Full-time
- Microsoft Office
- Organisational skills
- Contracts
Quick apply
Quantity Surveyor
Tetra Tech —Bristol
- Hybrid work
- Leadership
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Customer Experience Advisor
Legal & General Investment Management —Cardiff
- From £25,000 a year
- Monday to Friday
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
2d
Audit Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Communication skills
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
7d
Customer Service Assistant
Hello Student Management Limited —Bristol
- £13.62 an hour
- Overtime
- Hospitality
- Customer service
- Flexible schedule
Customer Advisor
The AA —Cardiff
- £24,060 a year
- Full-time
- School
- Annual leave
- Employee assistance programme
2d
Part Time Personal Assistant
Curious Universe UK Limited —Bath
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
Quick apply

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year
14 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 advisor jobs in caldicot, mon

Trainee Financial Adviser

Adviser Support

Insurance Advisor

IFA Administrator

Customer Service Representative

Legal Advisor

Creative production and installation manager

Housing & Wellbeing Advisor

Parts Advisor

Customer Experience Advisor

Clinical Nurse Advisor

Office Manager

Quantity Surveyor

Senior Business Support Administrator

Customer Experience Advisor

Audit Manager

Assistant Client Manager x2

Customer Service Assistant

Customer Advisor

Part Time Personal Assistant

I want to receive the latest job alerts for financial advisor in caldicot, mon

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