Employed Financial Adviser

Quilter; Woodbridge; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to provide bespoke financial planning and advice to clients. In this entry-level role, you will support investment professionals while building strong client relationships. The company offers full administrative and paraplanning support, along with development towards Chartered status. Join a dynamic team backed by a reputable group managing significant investments, and help clients achieve their financial goals with tailored strategies. This is a fantastic opportunity to kickstart your career in finance and make a meaningful impact.

Benefits

Full administrative support

Full paraplanning support

Development support towards Chartered status

Qualifications

• Provide financial planning support to clients.
• Deliver full holistic financial advice to a diverse client base.

Responsibilities

• Support investment professionals in cultivating client relationships.
• Analyze current situations and desired outcomes for effective planning.

Skills

Ability to understand and analyze complex financial data

Team building and collaboration skills

Professionalism and adaptability

Strong listening and communication skills

Research, analysis, and client confidentiality

Diploma in Financial Advice

Some industry sales experience

Solid understanding of the investment business

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

Quilter, Woodbridge, England, United Kingdom

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DJW provides 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:

1. Planning and reassurance: DJW advises and reassures clients on the best way to utilise existing provisions to achieve their short and long-term objectives. We analyze current situations, desired outcomes, and the best strategies to get there.
2. Personal advice: We listen to our clients’ needs and values, ensuring solutions are in the right name, ownership, and tax shelters to avoid unnecessary tax liabilities ethically and legally. We have a tested range of solutions and access to the entire market when needed.
3. Security: Backed by the Quilter group, a FTSE-listed company managing over 118 billion in investments for more than 900,000 customers since 1771, we stand behind the advice given by DJW.

https://www.davidjameswealth.com/

Requirements

• Provide financial planning support to clients
• Deliver full holistic financial advice to a diverse client base
• Support investment professionals in cultivating client relationships

Skills

• Ability to understand and analyze complex financial data
• Team building and collaboration skills
• Consistency and proficiency
• Professionalism and adaptability
• Research, analysis, and client confidentiality
• Strong listening and communication skills
• Diploma in Financial Advice
• Some industry sales experience
• Solid 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

• Full administrative support
• Full paraplanning support
• Development support towards Chartered status

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• IT Services and IT Consulting

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