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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.

Apply

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