Ifa sales support Work, Jobs (with Salaries)

Trainee Financial Adviser
Douglas Steers & Company —Ipswich
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Health & wellbeing programme
Quick apply
IFA Protection Consultant
Zurich Insurance —Swindon
- Full-time
- Hybrid work
- Organisational skills
- Flexible schedule
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Business Development Associate - UK Advisory (Wealth)
Aviva —London
- Part-time
- Sales
- Business development
- IT
- Employee discount
1d
IFA Senior Protection Consultant
Zurich Insurance —Glasgow
- Full-time
- Hybrid work
- Sales
- Organisational skills
- IT
- Flexible schedule
CIB - Investment Banking - Infrastructure Finance and Advisory (EMEA - Emerging Markets) - London - VP
JPMorganChase —London
- Full-time
- Engineering
- Analysis skills
- Project management
Conveyancing Assistant
Eventus Recruitment Group —Durham
- £27,000 - £30,000 a year
- Call to connect
- Microsoft Office
- IT
- Typing
- Annual leave
- Employee assistance programme
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Regional Business Development Manager - Investments
Aviva —London
- Part-time
- Business development
- IT
- Communication skills
- Employee discount
Head of Retail Retirement - BNY Investments
The Bank of New York Mellon Corporation —London
- Full-time
RBC Brewin Dolphin - Director, Intermediaries Services and Strategy
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- English
- Business development
8d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
8d
Case Manager (Court of Protection)
Clarke Willmott LLP —Bristol
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Regional Business Development Manager
Aviva —Sheffield
- Part-time
- Business development
- Travel
- IT
- Employee discount
Sales Manager - Northern UK
Jupiter Asset Management —London
- Full-time
- Hybrid work
- Sales
- Communication skills
- Negotiation
Business Development Manager - Premium Computing Europe and Meta
Lenovo —Farnborough
- Full-time
- Analysis skills
- Travel
- IT
- Free parking
- Life insurance
10d
Case Manager (Court of Protection)
Clarke Willmott —Bristol
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior Business Development Executive
Dynamic Planner —Reading
- Hybrid work
- Microsoft Powerpoint
- Sales
- Presentation skills
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Employee assistance programme
- Employee discount
Director Business Development
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Sales
- Business development
- Mentoring
Quick apply
11d

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Trainee Financial Adviser

Douglas Steers & Company
Ipswich

Quick apply

Job details

Full-time
£50,000 a year

Benefits

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
Health & wellbeing programme
On-site parking
Private medical insurance

Application question(s):

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

Licence/Certification:

UK Driving License and access to a vehicle (preferred)

Work Location: In person

Quick apply

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