Financial Advisor
17 hours ago
Summary
We are currently recruiting for one of our leading Appointed Representative firms.
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.
-
Head of Financial Crime Compliance Director
4 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will play a critical role in ensuring the bank's financial crime compliance framework remains fit for purpose.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance matters to the London...
-
Financial Accountant
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled and motivated Financial Accountant to join our dynamic UK finance team. As a key member of our team, you will be responsible for a broad range of duties, including month-end reporting and providing business support, while ensuring that our strong financial control environment is...
-
Financial Accountant
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled and motivated Financial Accountant to join our dynamic UK finance team. As a key member of our team, you will be responsible for a broad range of duties, including month-end reporting and providing business support, while ensuring that our strong financial control environment is...
-
Head of Financial Crime Compliance Director
4 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeJob Title: Head of Financial Crime Compliance DirectorJoin our team as a Head of Financial Crime Compliance Director and play a key role in ensuring the bank's financial crime risk management framework is effective and compliant with regulatory requirements.Key Responsibilities:Develop and implement financial crime risk management policies and...
-
Head of Financial Crime Compliance Director
4 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeJob Title: Head of Financial Crime Compliance DirectorJoin our team as a Head of Financial Crime Compliance Director and play a key role in ensuring the bank's financial crime risk management framework is effective and compliant with regulatory requirements.Key Responsibilities:Develop and implement financial crime risk management policies and...
-
Head of Financial Crime Compliance Director
4 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeJob DescriptionAt SMBC, we're committed to being a trusted partner for the long term. We're seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. This role is a critical part of our organization, and we're looking for someone who can provide expert advice and guidance on financial crime...
-
Head of Financial Crime Compliance Director
2 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeJob DescriptionJob Title: Head of Financial Crime Compliance DirectorJob Summary:We are seeking a highly experienced and skilled Head of Financial Crime Compliance Director to join our team. The successful candidate will be responsible for providing advice and guidance to the London business and support functions as well as EMEA Local office MLROs on...
-
Senior Compliance Officer
2 days ago
London, Greater London, United Kingdom financial-advisor Full timeOverviewSMBR seeks a trusted partner for long-term growth in financial advisory. As a Senior Compliance Officer, you will play a key role in providing advice and guidance on financial crime compliance, managing service provision, and supporting the development of regional strategies.
-
Financial Accountant
4 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeWe are seeking a highly skilled Financial Accountant to join our UK finance team. As a key member of our team, you will be responsible for a broad range of duties including month-end reporting and providing business support, while ensuring that our strong financial control environment is maintained.This is a fantastic opportunity for someone to springboard...
-
Financial Advisor
7 months ago
Greater London, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
6 months ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.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...
-
Financial Advisor
2 weeks ago
Oldham, Greater Manchester, United Kingdom Premier Jobs UK Limited Full time €60,000In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
-
Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
-
Financial Advisor
5 months ago
London, United Kingdom Premier Jobs UK Full timeThis home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...
-
Financial Services Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...