Wealth manager Work, Jobs in Cheddar, Som (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
10d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
11d
Programme Management Office (PMO) Co-ordinator (SRS)
Cardiff Metropolitan University —Cardiff
- £35,608 - £38,784 a year
- Full-time
- Microsoft Office
- Administrative experience
- Project management
7d
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
4d
Personal Wealth Adviser
Lloyds Wealth —Taunton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
5d
Welsh for Adults Manager
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Organisational skills
- School
- Annual leave
3d
Junior to Mid Portfolio Manager
Atomos —Bristol
- Hybrid work
Community Engagement Manager
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Organisational skills
- Communication skills
- School
- Annual leave
7d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Wealth Administrator Assistant
Royal Bank of Canada —Cardiff
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
12d
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Investment Specialist
Lloyds Wealth —Bristol
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
5d
Programme Management Office (PMO) Lead (SRS)
Cardiff Metropolitan University —Cardiff
- £39,906 - £44,746 a year
- Full-time
- Project management
- SharePoint
- Communication skills
7d
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Bath
- £28,000 - £32,500 a year
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £80,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Head of Financial Crime & Data Policy (fixed term)
M&G plc —Bath
- Full-time
- Team management
- Leadership
- Annual leave
5d
Student Recruitment Officer
Cardiff Metropolitan University —Cardiff
- £35,608 - £38,784 a year
- Part-time
- Microsoft Office
- Travel
- School
- Annual leave
4d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
4d

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year
10 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

wealth manager jobs in cheddar, som

Trainee Financial Adviser

RBC Brewin Dolphin - Wealth Manager - West of England

Programme Management Office (PMO) Co-ordinator (SRS)

PR Manager

Personal Wealth Adviser

Welsh for Adults Manager

Junior to Mid Portfolio Manager

Community Engagement Manager

Client Services Manager

Wealth Administrator Assistant

Private Markets Investment Administrator

Investment Specialist

Programme Management Office (PMO) Lead (SRS)

Administration Assistant - Investment Team - Hybrid

Digital Transformation Consultants

People Business Partner

Trainee Financial Adviser

Head of Financial Crime & Data Policy (fixed term)

Student Recruitment Officer

Wealth Paraplanner

I want to receive the latest job alerts for wealth manager in cheddar, som

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