About the Company
If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning is offering an excellent opportunity for an individual to work as a Client Support Executive on an employed basis with one of our strategic partner firms, David James Wealth, based in Woodbridge, Suffolk.
About the Role
As a Financial Planning Associate at David James Wealth, you will join the team to learn and grow in the world of financial planning. In this supportive role, you’ll work closely with senior team members to assist in the creation and implementation of financial strategies for clients.
You’ll engage with clients, helping gather information to understand their goals, values, and financial situation. Your focus will be on learning how to listen effectively, ask insightful questions, and assist in tailoring financial plans that reflect clients’ aspirations and circumstances.
You’ll be mentored on crafting clear, actionable strategies aimed at growing, managing, and preserving clients' wealth. Throughout your training, you’ll gain hands-on experience supporting the financial planning process, tracking client progress, and making necessary adjustments.
As your knowledge and skills develop, you’ll take on more responsibilities, always with the support of an experienced team.
This role offers the opportunity to develop the expertise needed to become a key player in the financial planning industry.
Responsibilities
1. Working towards Level 4 Diploma in Financial Advice
2. Minimum 2 years’ experience working within the financial planning industry
3. Strong IT skills, as we are a technology-focused business
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