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    Financial Advisor - London, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning London, United Kingdom

    1 week ago

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    Description
    SummaryWe 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 rightTotally dedicated – together we work hard and deliver on our promisesAlways improving – we listen, learn and strive for knowledgeEnjoying the journey – we're positive about what the road ahead promisesAs 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 dataTeam building - CollaborationConsistency - ProficiencyProfessionalism - AdaptabilityResearch and analysis - Client confidentialityListening and communication - Record keepingDiploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsQualifications:Diploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsBenefits:Access to high-quality clients to provide advice services to:Support with further qualifications, including study leavePension and death in service benefits25 days holiday (+ Bank Holidays) per annumThe ability and support to work flexibly where appropriate, in terms of hours and locationSalary upto £50,000A performance award based on delivering on our core values (see above)A performance award based on the level of total fee/commission income generatedParticipation in our company share options schemeWe 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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