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Employed Financial Adviser

Salary: £40,000 - 50,000 per year
Location: Southampton
Company: Quilter Financial Planning
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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


https://www.davidjameswealth.com/

Requirements


Responsibilities:

  • 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
  • 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

  • Full Administration Service
  • Full Paraplanning Support
  • Development support to acheive Chartered status
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