wealth manager Work, Jobs in patchway, 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
7d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
8d
Junior to Mid Portfolio Manager
Atomos —Bristol
- Hybrid work
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £80,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Provider Relations Manager
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Project management
- Organisational skills
- IT
- Annual leave
14d
Investment Specialist
Lloyds Wealth —Bristol
- £56,060 - £61,666 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
3d
Project and Resource Manager
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
9d
Night Manager
Doubletree by Hilton Bristol North —Bristol
- Full-time
- Bar
- Hotel
- Leadership
- Free parking
- Employee assistance programme
Quick apply
1d
Accounts Operative
Doubletree by Hilton Bristol North —Bristol
- £13.36 an hour
- Full-time
- Bar
- Microsoft Excel
- Hotel
- Free parking
- Employee assistance programme
Quick apply
Fleet Administrator
GXO Logistics —Bristol
- £30,300 a year
- Monday to Friday
- Microsoft Office
- Communication skills
- Annual leave
- Employee assistance programme
5d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
Provider Relations Manager Office for Students
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Project management
- Presentation skills
- Organisational skills
- Annual leave
14d
Project and Resource Manager Office for Students
Office for Students —Bristol
- £56,209 - £58,820 a year
- Full-time
- Hybrid work
- Presentation skills
- IT
8d
Manager/Assistant Manager, Tax Audit and Accounting Group
BDO —Bristol
- Full-time
- Project management
- Tax experience
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Marketing Director
Moneyhub —Bristol
- Full-time
- Hybrid work
- SQL
- APIs
- Employee assistance programme
Quick apply
Trainee Financial Adviser
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Pre-Construction Manager
Octavius Infrastructure —Bristol
- Full-time
- Hybrid work
- Microsoft Outlook
- Contracts
- Construction
- Annual leave
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
14d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
1d

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Trainee Financial Adviser

Douglas Steers & Company
Bristol

Quick apply

Job details

Full-time
£50,000 a year
7 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 patchway, gls

Trainee Financial Adviser

RBC Brewin Dolphin - Wealth Manager - West of England

Junior to Mid Portfolio Manager

Digital Transformation Consultants

Provider Relations Manager

Investment Specialist

Project and Resource Manager

Night Manager

Accounts Operative

Fleet Administrator

Audit Stream Learning and Development - US Curriculum Lead

Provider Relations Manager Office for Students

Project and Resource Manager Office for Students

Manager/Assistant Manager, Tax Audit and Accounting Group

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Marketing Director

Trainee Financial Adviser

Pre-Construction Manager

Administration Assistant - Investment Team - Hybrid

Wealth Paraplanner

I want to receive the latest job alerts for wealth manager in patchway, gls

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