Environment adviser Work, Jobs in Upper Meon Valley, Ham (with Salaries)

Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
2d
Trainee Pensions Administrator
Lane Clark & Peacock —Winchester
- Hybrid work
- Communication skills
- Office experience
- Annual leave
- Employee discount
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
IT Help Adviser x2
University of Portsmouth —Portsmouth
- £24,310 a year
- Full-time
- Hybrid work
- University
- Mentoring
- IT
- Employee discount
5d
Financial Crime Data Analyst
Quilter —Southampton
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
2d
Careers & Progression Adviser
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Part-time
- Communication skills
4d
Marketing and Graphic Design Assistant
Rosemount Financial Solutions Ltd —Basingstoke
- £25,000 - £28,000 a year
- Full-time
- Social media management
- Bachelor's degree
- Organisational skills
- Health & wellbeing programme
Quick apply
7d
Finance Manager
Robin Appel Ltd —Bishops Waltham
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Free parking
- Sick pay
Quick apply
6d
Employment Adviser
The Fedcap Group —Chichester
- £28,438 - £30,253 a year
- Full-time
- Time management
- Annual leave
- Employee assistance programme
Quick apply
Senior HR Adviser
Hampshire County Council —Winchester
- £40,643 - £45,077 a year
- Hybrid work
- Human resources
- Communication skills
- School
13d
Company Secretarial Senior
Carpenter Box —Chichester
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Radiation Protection Adviser
AWE —Alverstoke
- £47,860 - £75,640 a year
- Full-time
- Free parking
- Annual leave
Generalist Supervisor
Citizens Advice —Havant
- £15,386.80 a year
Technology Project Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Project management
- Software development
Finance Operation Analyst
Quilter —Southampton
- Full-time
- Communication skills
6d
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
- £25,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- In-person
Quick apply
Macmillan Money & More Triage Adviser
Hertfordshire County Council —Farnham
- £38,220 - £41,771 a year
- Hybrid work
- English
- Travel
- Organisational skills
IT Support Technician
Future Fit Training —Fareham
- £26,000 - £29,435 a year
- Full-time
- Hybrid work
- Software troubleshooting
- In-person
- Annual leave
- Employee discount
Quick apply
5d
Personal Assistant
Quilter —Southampton
- Full-time
- Organisational skills
- Communication skills
13d

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Associate Client Manager (Trainee Adviser Pathway)

Keyplan Wealth
Brockenhurst

Quick apply

Job details

Full-time
£24,420 - £31,500 a year
2 days ago

Qualifications

Economics
Driving Licence
English
Financial services
Business
Communication skills
Certificate in Insurance

Full job description

Location: Brockenhurst, New Forest (Hybrid: Fixed weekly pattern of office and home working)
Position: Full-time, Permanent
Salary: Competitive, based on experience + benefits & study support

About Us

We are an established, client-focused financial planning practice providing bespoke wealth management, retirement, and tax planning solutions to individuals, families, and businesses. We pride ourselves on delivering a highly personalised, exemplary standard of service and advice.
As part of our continued growth, we are seeking an ambitious and meticulous Associate to work directly alongside the Practice Principal. This position offers a hands-on, comprehensive introduction to the profession, providing a structured pathway to progressing into a fully qualified Financial Adviser role.

The Role

This dual-focus position combines sophisticated administrative management, client relationship care, and technical financial services exposure. Working in close alignment with the Practice Principal, you will ensure that client consultations are seamlessly coordinated, follow-up actions are executed meticulously, and the technical operations of the practice run efficiently.

Working Pattern & Travel:

The position operates on a hybrid structure with a fixed weekly pattern of both office-based and remote working. Because our client base is national, the role requires regular travel to attend face-to-face client meetings alongside the Principal. Consequently, a high degree of professional flexibility is required, including occasional overnight travel within the UK (all business travel expenses are fully covered).

Key Responsibilities:

Consultation & Meeting Support: Accompany the Principal to client meetings across the UK, acting as a professional secondary representative, capturing comprehensive technical notes, and documenting clear action points.

Client & Provider Liaison: Act as a key point of contact for clients and product providers, managing complex administrative workflows and resolving queries efficiently.

Professional Correspondence: Draft high-quality, bespoke follow-up communications, client letters, and summaries of financial recommendations.

Technical Systems Management: Utilise specialised investment tools, platforms, and financial software to gather data, construct basic projections, and support the broader advice process.

Who You Are

This role is ideally suited to an ambitious graduate (holding a degree in Finance, Economics, Business, Law, or a related discipline) or an experienced Financial Services Administrator seeking a definitive, career-track progression.

Aspiration to Advise: A genuine, long-term ambition to develop into a client-facing, fully qualified Financial Adviser.

Professional Adaptability: Comfortable with national travel, fluid schedules, and occasional overnight stays to support widespread client relationships.

Advanced Communication Skills: Impeccable written and spoken English, with the ability to articulate technical financial details clearly and professionally.

Rigorous Attention to Detail: A strong commitment to accuracy and precision in financial administration and data management.

Qualifications & Requirements

- A relevant degree OR solid experience within a UK wealth management or financial services environment.
- A full UK driving licence and a willingness to travel nationally are essential.
- Existing CII/PFS professional qualifications are not a prerequisite for application.
- Commitment to Professional Development: A dedicated willingness to study for industry-recognised qualifications (such as the CII Diploma in Regulated Financial Planning) in your own time is essential to facilitate career progression.

What We Offer

- Direct mentorship and daily exposure to an experienced Practice Principal.
- A transparent, structured career roadmap from Associate to Adviser.
- Comprehensive study support (covering examination fees and study materials) upon successful completion of the probationary period.
- A professional working environment in Brockenhurst, complemented by a structured hybrid working routine.

Job Type: Full-time

Pay: £24,420.00-£31,500.00 per year

Work Location: Hybrid remote in Brockenhurst (Hampshire)

Quick apply

Refine Your Search

environment adviser jobs in upper meon valley, ham

Associate Client Manager (Trainee Adviser Pathway)

Trainee Pensions Administrator

Protection Adviser

IT Help Adviser x2

Financial Crime Data Analyst

Careers & Progression Adviser

Marketing and Graphic Design Assistant

Finance Manager

Employment Adviser

Senior HR Adviser

Company Secretarial Senior

Radiation Protection Adviser

Generalist Supervisor

Technology Project Manager

Finance Operation Analyst

Paraplanner

Client Services Manager/ Trainee Paraplanner

Macmillan Money & More Triage Adviser

IT Support Technician

Personal Assistant

I want to receive the latest job alerts for environment adviser in upper meon valley, ham

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