Financial Advisor

6 months ago


London UK, UK, United Kingdom Quilter Financial Planning Full time

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.

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