Quilter, Woodbridge, England, United Kingdom
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DJW provides 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:
1. Planning and reassurance: DJW advises and reassures clients on the best way to utilise existing provisions to achieve their short and long-term objectives. We analyze current situations, desired outcomes, and the best strategies to get there.
2. Personal advice: We listen to our clients’ needs and values, ensuring solutions are in the right name, ownership, and tax shelters to avoid unnecessary tax liabilities ethically and legally. We have a tested range of solutions and access to the entire market when needed.
3. Security: Backed by the Quilter group, a FTSE-listed company managing over 118 billion in investments for more than 900,000 customers since 1771, we stand behind the advice given by DJW.
https://www.davidjameswealth.com/
Requirements
* Provide financial planning support to clients
* Deliver full holistic financial advice to a diverse client base
* Support investment professionals in cultivating client relationships
Skills
* Ability to understand and analyze complex financial data
* Team building and collaboration skills
* Consistency and proficiency
* Professionalism and adaptability
* Research, analysis, and client confidentiality
* Strong listening and communication skills
* Diploma in Financial Advice
* Some industry sales experience
* Solid 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 administrative support
* Full paraplanning support
* Development support towards Chartered status
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* IT Services and IT Consulting
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