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Financial Advisor

2 months ago

Greater London, United Kingdom Quilter Financial Planning Full time

Summary

We are currently recruiting for one of our leading Appointed Representative firms.



Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.


The David James Wealth values are:


  • We do the right thing - we always stick to what we know to be right
  • Totally dedicated – together we work hard and deliver on our promises
  • Always improving – we listen, learn and strive for knowledge
  • Enjoying the journey – we’re positive about what the road ahead promises


As a Financial Adviser at David James Wealth, you will be responsible for working closely with our clients. You will engage with clients on a personal level, encouraging them to talk extensively about what motivates them and how they want their lives to look in years to come


Skills:


  • Understanding complex information - Analysing financial data
  • Team building - Collaboration
  • Consistency - Proficiency
  • Professionalism - Adaptability
  • Research and analysis - Client confidentiality
  • Listening and communication - Record keeping
  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills


Qualifications:


  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills


Benefits:


Access to high-quality clients to provide advice services to:

  • Support with further qualifications, including study leave
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • The ability and support to work flexibly where appropriate, in terms of hours and location
  • Salary upto £50,000
  • A performance award based on delivering on our core values (see above)
  • A performance award based on the level of total fee/commission income generated
  • Participation in our company share options scheme
  • We will provide access to market leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start.