Financial Planning Specialist

1 week ago

Woodbridge, Suffolk, United Kingdom Quilter Financial Planning Full time

Expert Financial Planning Support

DJW provides bespoke financial planning for successful individuals and their families by combining high-quality investment strategies with intelligent and effective tax planning.

Our clients seek to focus on their careers while establishing a financially secure life after work:

Planning and Reassurance

DJW's role is to advise and reassure clients on the best way to utilize their existing provisions to achieve their short and long-term objectives. We analyze their current situation, ideal goals, and the most effective path to reach those goals.

Personalized Advice

We have built our business by listening to our clients' needs and values. We ensure that our solutions are tailored to their specific requirements, ownership, and tax shelters to minimize unnecessary losses to the tax authority.

Security and Trust

We are backed by the Quilter group, a FTSE-listed company managing £118.4 billion in investments on behalf of over 900,000 customers. Their legacy dates back to 1771, providing a strong foundation for the advice we provide.

Requirements

  • Provide financial planning support to clients
  • Offer full holistic financial advice to a diverse range of clients
  • Support investment professionals in cultivating client relationships

Skills

  • Understanding complex information - Analyzing 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

  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status

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