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.