Client advisor Work, Jobs in Saint Mellons, Crf (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
Customer Experience Advisor
LegalAndGeneral —Cardiff
- From £25,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
Quick apply
5d
Customer Experience Advisor
Legal & General Investment Management —Cardiff
- From £25,000 a year
- Monday to Friday
- Customer service
- Administrative experience
- Financial services
- Employee discount
- Flexible schedule
4d
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
Business Development Consultant
Cardiff and Vale College —Cardiff
- £37,192 - £39,669 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
2d
Housing Solutions Adviser
Bridgend County Borough Council —Bridgend
- £34,434 - £36,363 a year
- Full-time
- Hybrid work
3d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
3d
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management
Patient Advisor / Treatment Assistant
Optimax Clinics Limited —Bristol
- £12.71 an hour
- Part-time
- Customer service
- Travel
- Patient care
- Annual leave
- Employee discount
Quick apply
4d
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Stocktaker
nGeneration —Bristol
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Personal Assistant
Downton international —Burnham-on-Sea
- £75,000 - £100,000 a year
- Full-time
- Hybrid work
- Social media management
- English
- Project management
- Profit sharing
- Health & wellbeing programme
Quick apply
6d
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
9d
Regional Marketing Executive
Xeinadin —Cardiff
- CRM software
- Communication skills
- Tax experience
- Annual leave
- Employee assistance programme
4d
Experienced New Homes Sales Advisor
Llanmoor Homes —Abergavenny
- £25,500 - £27,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
Quick apply
3d
Senior Assistant, HR Services – People Service Desk
Deloitte —Cardiff
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
8d
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
5d
Information Manager - Nuclear
Vulcain Engineering Group —Bristol
- IT
- Communication skills

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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 advisor jobs in saint mellons, crf

Trainee Financial Adviser

Customer Experience Advisor

Customer Experience Advisor

Adviser Support

Business Development Consultant

Customer Service Advisor

Housing Solutions Adviser

Team Leader

Facilities Helpdesk Manager

Patient Advisor / Treatment Assistant

Senior Business Support Administrator

Stocktaker

Personal Assistant

IFA Administrator

Regional Marketing Executive

Experienced New Homes Sales Advisor

Senior Assistant, HR Services – People Service Desk

Assistant Client Manager x2

Talent Acquisition Advisor

Information Manager - Nuclear

I want to receive the latest job alerts for client advisor in saint mellons, crf

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