Wealth management Work, Jobs in Charfield, Gls (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
Wealth Management Assistant
Raymond James —Cheltenham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
Quick apply
9d
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
6d
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Bath
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Wealth Planning Administrator
Cranleigh Personnel —Bristol
- £33,000 - £37,000 a year
3d
Personal Assistant
Office for Students —Bristol
- £32,946 - £33,705 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
2d
IFA Administrator
Brevere Group —Gloucester
- £30,000 - £40,000 a year
- Hybrid work
- Organisational skills
2d
Portfolio Manager
Atomos —Bristol
- Hybrid work
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Scrum Master
St. James's Place —Cirencester
- Management
- Agile
- IT
- Annual leave
4d
Client Services Executive - Bristol
Schroders —Bristol
- Full-time
- Microsoft Office
- IT
- Communication skills
5d
Financial Planner
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
Quick apply
9d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
Platform Associate
Wealthtime —Bath
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
Financial Services Administrator
Cap Resourcing Ltd —Bristol
- £30,000 - £35,000 a year
- Financial services
- Communication skills
3d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
10d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- IT
- Financial services
- Communication skills
- Annual leave
Client Support
Flair for Recruitment —Bristol
- £25,000 - £34,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
Project and Resource Manager
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year

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

wealth management jobs in charfield, gls

Trainee Financial Adviser

Wealth Management Assistant

Adviser Support

Administration Assistant - Investment Team - Hybrid

Wealth Planning Administrator

Personal Assistant

IFA Administrator

Portfolio Manager

Trainee Financial Adviser

Scrum Master

Client Services Executive - Bristol

Financial Planner

Audit Stream Learning and Development - US Curriculum Lead

Platform Associate

Financial Services Administrator

Wealth Paraplanner

Business Assurance Adviser (12-month FTC)

Client Support

Project and Resource Manager

RBC Brewin Dolphin - Wealth Manager - West of England

I want to receive the latest job alerts for wealth management in charfield, gls

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