Client services Work, Jobs in Mathern, 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
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
Claims/ Customer Experience Coordinator
BELFOR UK Ltd —Cwmbran
- £26,605 a year
- Full-time
- Microsoft Excel
- Customer service
- IT
- Annual leave
- Employee assistance programme
Quick apply
Administration & Bookings Assistant
Casa Environmental Services Ltd —Bristol
- £26,800 - £29,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- 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
6d
Customer Support Administrator
Tri-Wall UK Ltd —Monmouth
- £25,000 - £26,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Health & wellbeing programme
Quick apply
11d
Immigration Caseworker/Paralegal
Onis Legal Services —Bristol
- From £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Catering Assistant
ESS Compass —Chepstow
- £12.76 an hour
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Content Writer
Ascot Group —Worle
- From £26,000 a year
- Full-time
- In-person
- AI
- Time management
- Free parking
- Sick pay
Quick apply
Coffee Sales & Partnerships
Triple Co Roast ltd —Bristol
- From £30,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
Quick apply
12d
Business Development Executive
Convey Law —Newport
- £50,000 - £60,000 a year
- Hybrid work
- Sales
- Business development
- Travel
- Annual leave
- Sick pay
Quick apply
Probate case manager
WDS Associates Legal Services —Bristol
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
11d
Receptionist
LAH Property Marketing —Bristol
- £20,982 a year
- Part-time
- Social media management
- Microsoft Office
- Front desk
- Referral programme
Quick apply
13d
Legal Assistant
Redkite Law —Cardiff
- £23,633 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
11d
Parking Attendant
Parkingeye Limited —Cardiff
- £24,879.30 - £24,879.83 a year
- Full-time
- Customer service
- Human resources
- Organisational skills
Quick apply
Customer Service Assistant
ESS Compass —Chepstow
- £12.76 an hour
- Full-time
Self Employed Domestic Cleaner
Well Polished —Chepstow
- £15 - £18 an hour
- Part-time
- English
- In-person
- Communication skills
- Flexible schedule
Quick apply
12d

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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

client services jobs in mathern, mon

Trainee Financial Adviser

Client Services Executive

Claims/ Customer Experience Coordinator

Administration & Bookings Assistant

Adviser Support

Customer Support Administrator

Immigration Caseworker/Paralegal

Catering Assistant

Client Services Executive

Content Writer

Coffee Sales & Partnerships

Business Development Executive

Probate case manager

Travel Sales Consultant

Client Onboarding & New Business Team Leader

Receptionist

Legal Assistant

Parking Attendant

Customer Service Assistant

Self Employed Domestic Cleaner

I want to receive the latest job alerts for client services in mathern, mon

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