Financial Advisor
greater london, england, United Kingdom
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.