SummaryWe 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 rightTotally dedicated – together we work hard and deliver on our promisesAlways improving – we listen, learn and strive for knowledgeEnjoying the journey – we’re positive about what the road ahead promisesAs 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 dataTeam building - CollaborationConsistency - ProficiencyProfessionalism - AdaptabilityResearch and analysis - Client confidentialityListening and communication - Record keepingDiploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsQualifications:Diploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsBenefits:Access to high-quality clients to provide advice services to:Support with further qualifications, including study leavePension and death in service benefits25 days holiday (+ Bank Holidays) per annumThe ability and support to work flexibly where appropriate, in terms of hours and locationSalary upto £50,000A performance award based on delivering on our core values (see above)A performance award based on the level of total fee/commission income generatedParticipation in our company share options schemeWe 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.
