Wealth management Work, Jobs in Ramsbottom, Gtm (with Salaries)

Trainee Financial Adviser
Douglas Steers & Company —Warrington
- Up to £100,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
1d
Highways Apprentice (Development Management)
Kirklees Council —Huddersfield
- Full-time
- Hybrid work
- Communication skills
2d
Property Investment Broker (Direct Sales)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Referral programme
Quick apply
10d
Investment Banking, Associate, MCR, Global Advisory
Rothschild & Co —Manchester
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
6d
Wealth Planning Director
Schroders —Manchester
- Full-time
Legal Support Executive - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- IT
Quick apply
Tenancy Management Officer
Salford Council —Salford
- £32,597 - £35,412 a year
- Communication skills
7d
Finance Business Partner
Star Academies —Blackburn with Darwen
- £60,208 - £66,236 a year
- Travel
- Communication skills
2d
Agile Research Delivery Team Manager
Manchester University NHS Foundation Trust —Manchester
- £49,387 - £56,515 a year
- Full-time
- University
- Driving
- AI
3d
Assistant Customer Due Diligence - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
5d
Customer Support Specialist
EMR Integrated Solutions —Manchester
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Sick pay
Quick apply
6d
Direct Sales (BDM role)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- In-person
- Communication skills
Quick apply
15h
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Business Support Officer - Legal Services
Kirklees Council —Huddersfield
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
23h
Income Officer
Salford Council —Salford
- £32,597 - £35,412 a year
- Hybrid work
- Accounting
- Organisational skills
- Communication skills
- Flexible schedule
9d
Specialist, Cash Management Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
Procurement Officer
Salford Council —Salford
- £36,363 - £39,152 a year
- Customer service
- Communication skills
8d
Speculative Fee Earner
Trowers & Hamlins LLP —Manchester
- Part-time
Summer temp Stylist - Rodd and Gunn - John Lewis Cheadle
Rodd&Gunn UK Ltd —Cheadle
- Temporary
- Microsoft Outlook
- Customer service
- Merchandising
- Employee discount
Quick apply
1h
Client Executive
Close Brothers —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Communication skills

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Trainee Financial Adviser

Douglas Steers & Company
Warrington

Quick apply

Job details

Full-time
Up to £100,000 a year
1 day 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: Up to £100,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Health & wellbeing programme
On-site parking

Application question(s):

Do you currently hold Level 4 Diploma in Regulated Financial Planning with CII or LIBF?

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in ramsbottom, gtm

Trainee Financial Adviser

Highways Apprentice (Development Management)

Property Investment Broker (Direct Sales)

Investment Banking, Associate, MCR, Global Advisory

Wealth Planning Director

Legal Support Executive - Private Wealth

Tenancy Management Officer

Finance Business Partner

Agile Research Delivery Team Manager

Assistant Customer Due Diligence - Mandarin Speaking

Customer Support Specialist

Direct Sales (BDM role)

High Net Worth Underwriter

Business Support Officer - Legal Services

Income Officer

Specialist, Cash Management Representative II

Procurement Officer

Speculative Fee Earner

Summer temp Stylist - Rodd and Gunn - John Lewis Cheadle

Client Executive

I want to receive the latest job alerts for wealth management in ramsbottom, gtm

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