Job Description
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 are 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 be joining 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 their clients.
You’ll engage with clients, helping gather the information needed to build a comprehensive understanding of their goals, values, and financial situation. Your role will focus on learning how to listen effectively, ask insightful questions, and assist in tailoring financial plans that reflect clients’ personal aspirations and current circumstances.
You’ll be mentored on how to help craft clear, actionable strategies that aim to grow, manage, and preserve their clients' wealth. Throughout your training, yo...