Douglas Steers

Company OverviewDouglas Steers & Company is a reputable Wealth Management Services company, recognized as one of the top financial advisers in the country. With a strong reputation and rapid expansion, we offer an exciting opportunity for newly qualified and experienced professionals to join our friendly team.

Our Ideal Candidate:We are seeking a dedicated and ambitious individual to fill this challenging role at Douglas Steers & Company.The successful candidate will possess a strong academic background in finance or a related field, excellent communication and interpersonal skills, and the ability to work well under pressure.Responsibilities and...

Job OverviewWe are seeking a highly skilled Training and Competence Supervisor to join our team at Douglas Steers & Company. This role involves coaching, training, and building positive relationships with our Independent Financial Advisers (IFAs).Key ResponsibilitiesConduct file review checks on pensions, investments, and protection.Hold one-to-one...

Company Overview:Douglas Steers & Company is a reputable firm ranked among the Top 100 Financial Advisers in the country.We are seeking a highly motivated and qualified individual to join our team as a Financial Planning Assistant.This role presents an exciting opportunity to work with our experienced professionals, utilizing your skills to deliver...

About the RoleDouglas Steers & Company is looking for a skilled Training and Competence Supervisor to join our team. As a key member of our team, you will play a vital role in supporting our IFAs to achieve their best performance.ResponsibilitiesCarry out file review checks on pensions, investments, and protection to ensure compliance and accuracy.Hold...

Job SummaryWe are seeking a highly experienced Training and Competence Supervisor to join our team at Douglas Steers & Company. As a key member of our team, you will play a vital role in supporting our IFAs to achieve their best performance and contribute to the success of our business.Key ResponsibilitiesConduct file review checks on pensions, investments,...

About Douglas Steers & CompanyWe are a reputable financial services firm looking for a business development assistant to support our financial planning team.This role involves assisting with the preparation of client files, supporting advisers with research, analysis, and product comparisons, and ensuring electronic client files are up to date.The ideal...

About Douglas Steers & CompanyWe are a dynamic financial services firm seeking a financial operations coordinator to join our team.This role involves assisting with the preparation of client files, supporting advisers with research, analysis, and product comparisons, and ensuring electronic client files are up to date.The ideal candidate will have excellent...

About Douglas Steers & CompanyWe are a leading financial services firm, ranked among the top in the country. Our team is rapidly expanding, and we are seeking a highly motivated individual to join us as a senior financial services administrator.The ideal candidate will possess excellent organizational skills, be able to work independently, and have strong...

We are seeking a highly skilled IFA Compliance Officer to join our team at Douglas Steers & Company. As a key member of our team, you will be responsible for ensuring that all client interactions and transactions comply with regulatory requirements.The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication...

Douglas Steers & Company is a leading provider of Independent Financial Adviser (IFA) services, and we are currently seeking a highly skilled Regulated Financial Services Assistant to join our team. This is an exciting opportunity to contribute to the success of our business and make a positive impact on the lives of our clients.The ideal candidate will...

At Douglas Steers & Company, we are seeking a skilled Financial Planning Support Specialist to join our team. This is an exciting opportunity to contribute to the growth of our business and make a meaningful impact on the lives of our clients.The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication...

Salary and BenefitsThe role offers a competitive salary ranging from £36,000 to £60,000 per year, with an estimated total earnings potential of £100,000. Our benefits package includes:33 days holidayNo WeekendsChristmas ClosureFull back office support

**Key Responsibilities:**The role includes:Conducting file review checks on pensions, investments, and protection (non-investment insurance)Assessing and providing regulatory and product training requirements for all staff membersEvaluating initial and ongoing adviser competency in line with annual certification requirementsConducting annual Fitness and...

Job DescriptionThe Financial Planning Support Specialist will play a key role in supporting our advisers with research, analysis, and client interactions. Responsibilities will include:Assisting with client onboarding and file preparationSupporting advisers with research and analysisLiaising with product providers to acquire client policy detailsMaintaining...

Driver required for Independent Financial Advisers to chauffeur advisers to client appointments. Driver required for a Monday and a Friday each week including some evenings Clean UK Driving Licence held for at least 3 years Driving Experience Required Locations covered include but are not limited to East Anglia, London & Kent Must be flexible &...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full-Time position, 9am-5pm Monday to Friday. Immediate Start Available. - A good work ethic - Confident working in a fast-paced professional...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full-Time position, 9am-5pm Monday to Friday. Immediate Start Available. - A good work ethic - Confident working in a fast-paced professional...

Audio Typist / Administrator required for Independent Financial Advisory & Wealth Management Services Company. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 in 2020, 2021 & 2022.** As our company expands, we are seeking a full time audio typist/administrator to join our team. - A good work ethic - Ability to...

Handyman / Painter & Decorator required for property renovation and ongoing office maintenance. Clean Driving Licence/Own Vehicle and Own Tools Required (some tools available) Monday-Friday role with flexible hours Based in Holbrook, Manningtree, Ardleigh and surrounding areas Immediate Start Available **Job Types**: Full-time, Part-time Pay: From...

Driver required for Independent Financial Advisers to chauffeur advisers to client appointments. Monday-Friday 20+ hours per week including some evenings Clean UK Driving Licence held for at least 3 years Driving Experience Required Locations covered include East Anglia, London & Kent Must be flexible & available at short notice Well presented,...

Full time Office Junior required for Financial Services Company. Ideal role for somebody looking to start their career. **Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 in 2020, 2021** **& 2022.** - Be enthusiastic with a good work ethic - Able to work under pressure as part of a small team and also under own...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is preferred. - A good work ethic -...

Driver required for Independent Financial Advisers to chauffeur advisers to client appointments. Monday-Friday 20+ hours per week including some evenings Clean UK Driving Licence held for at least 3 years Driving Experience Required Locations covered include but are not limited to East Anglia, London & Kent Must be flexible & available at short...