Regulated Financial Services Assistant

3 days ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time

Douglas Steers & Company is a leading independent financial advisers and wealth management services company, ranked as one of the Top 100 Financial Advisers in the country. We are looking for a talented Regulated Financial Services Assistant to join our team and contribute to our continued success.

The successful candidate will have a good understanding of regulated financial services and will be responsible for supporting our senior advisors with client servicing, including preparing client files, conducting research, and liaising with product providers. They will also assist with onboarding new clients and ensuring compliance with regulatory requirements.

We offer a competitive salary of £40,000 per year, commensurate with experience, and a comprehensive benefits package that includes full training and support. Our company culture values teamwork, innovation, and continuous learning, providing opportunities for professional growth and development.

The key responsibilities of this role include:

  • Preparing client files and maintaining accurate records
  • Liaising with product providers to acquire relevant policy details
  • Supporting senior advisors with client research and analysis

We welcome applications from individuals who are highly organized, detail-oriented, and able to work effectively in a fast-paced environment.



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