Experienced Financial Planner Wanted for a Challenging Role
23 hours ago
Company Overview
">DJW is a boutique financial planning firm that provides bespoke services to successful individuals and their families. With a strong focus on delivering high-quality investment strategies and effective tax planning, our clients can rest assured that their financial future is in good hands.
">Salary
">We offer a competitive salary of £60,000 per annum, reflecting the complexity and demands of this role.
">Job Description
">This exciting opportunity involves providing financial planning support to clients, offering full holistic advice to a varied range of clients, and supporting investment professionals to cultivate client relationships. If you have a strong understanding of complex financial data, excellent interpersonal skills, and a passion for delivering exceptional customer service, we want to hear from you
">Required Skills and Qualifications
">- Understanding Complex Information: Analysing financial data with ease and presenting it in a clear, concise manner.">
- Team Building: Collaborating with colleagues to deliver seamless service to our clients.">
- Consistency: Maintaining a high level of professionalism and proficiency in your work.">
- Professionalism: Adapting to changing situations and prioritising tasks effectively.">
- Research and Analysis: Conducting thorough research and analysis to provide expert advice.">
- Listening and Communication: Effective communication and active listening skills to build strong relationships with clients.">
- Diploma in Financial Advice: A recognised qualification in financial advice.">
- Industry Sales Experience: A background in sales or a related field.">
- Strong Understanding of the Investment Business: A deep knowledge of the investment industry.">
- Excellent Interpersonal Skills: Strong communication and interpersonal skills.">
Benefits
">- Full Administration Service: Comprehensive administrative support to enable you to focus on delivering exceptional service.">
- Full Paraplanning Support: Assistance with paraplanning tasks to ensure timely completion of projects.">
- Development Support: Guidance and resources to help you achieve Chartered status.">
About Quilter Financial Planning
">We are part of the Quilter Group, a FTSE listed company managing 118.4 billion of investments on behalf of over 900,000 customers. Our rich history dates back to 1771, and we pride ourselves on delivering high-quality services to our clients.
">Requirements
">- Provide Financial Planning Support: Assist clients with their financial planning needs.">
- Provide Full Holistic Financial Advice: Offer comprehensive financial advice to a diverse range of clients.">
- Support Investment Professionals: Collaborate with investment professionals to develop client relationships.">
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