Employed Financial Adviser

Quilter Financial Planning; Woodbridge; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Woodbridge is seeking a professional to provide bespoke financial planning support and holistic financial advice to clients. The ideal candidate will understand complex financial information and have a diploma in financial advice. This role requires strong interpersonal skills to cultivate client relationships and effective communication abilities. Development support towards Chartered status is available.

Qualifications

• Experience providing financial planning support to clients.
• Ability to provide holistic financial advice.
• Experience in supporting investment professionals.

Responsibilities

• Provide financial planning support to clients.
• Deliver full holistic financial advice to a range of clients.
• Support investment professionals in cultivating client relationships.

Skills

Understanding complex information

Research and analysis

Listening and communication

Diploma in Financial Advice

Industry Sales experience

Strong understanding of the investment business

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

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DJW provide bespoke financial planning for successful people and their families by blending high quality investment strategies with intelligent and effective tax planning.

Our clients want to focus on their careers whilst putting plans in place for a financially secure life after work:

Planning and reassurance: DJW’s role is to advise and reassure you on the best way to utilise what you have already (your existing provisions) to achieve your short and long term objectives – we are not here to sell financial products. Just like any good plan, we analyse where you are now, where you ideally want to be and how best you can get there from your current situation

Personal advice: We have built our business by listening to what our clients tell us they want and value, and their day to day pressures and challenges. We will make sure your solutions are in the right name, ownership and tax shelters such that you do not lose money unnecessarily to the tax man – in an ethical and legal way. Should we need to research the market for you, we already have a rigorously tested range tailored for our client bank, as well as being able to access the whole of the market where required

Security: We are backed by the Quilter group, a FTSE listed company that manages 118.4 billion of investments on behalf of over 900,000 customers and who’s name date back to 1771. They stand behind and back the advice that DJW gives

Requirements

• Provide Financial Planning support to clients
• Provide full holistic financial advice to a varied range of clients
• Support investment professionals to cultivate client relationships

Skills

• Understanding complex information - Analysing financial data
• 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
• Full Administration Service
• Full Paraplanning Support
• Development support to acheive Chartered status