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    Financial Advisor - Greater London, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning Greater London, United Kingdom

    Found in: Appcast UK C C2 - 8 hours ago

    Default job background
    Accounting / Finance
    Description

    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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