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Financial Planning Associate, Woodbridge
Location: Woodbridge, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views:
10
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
About the Company
If you have experience in the Financial Services industry and seek a role that can help you progress your career, this opportunity might be suitable for you. Quilter Financial Planning, a leading financial services business, offers an excellent opportunity to work as a client support executive on an employed basis with our strategic partner firm, David James Wealth, based in Woodbridge, Suffolk.
About the Role
As a Financial Planning Associate at David James Wealth, you will learn and grow in financial planning. You will work closely with senior team members to assist in creating and implementing financial strategies for clients.
Your responsibilities include engaging with clients to gather information about their goals, values, and financial situations, and assisting in tailoring financial plans accordingly.
You will be mentored on developing strategies to grow, manage, and preserve client wealth. You will gain hands-on experience in supporting the financial planning process, tracking client progress, and making necessary adjustments.
This role provides an opportunity to develop expertise in the financial planning industry, with increasing responsibilities supported by an experienced team.
Responsibilities
* Working towards Level 4 Diploma in Financial Advice
* Minimum 2 years’ experience in the financial planning industry
* Strong IT skills, as we are a technology-focused business
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