Financial Advisor

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.