Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial planning and advice to clients, ensuring their financial security.
- Company: DJW offers bespoke financial planning backed by Quilter, a trusted FTSE listed company.
- Benefits: Enjoy full administration support, paraplanning assistance, and development towards Chartered status.
- Why this job: Join a supportive team focused on ethical financial solutions and client relationships.
- Qualifications: Diploma in Financial Advice and some industry sales experience required.
- Other info: Work with a diverse range of clients and gain valuable experience in the investment sector.
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
DJW provide 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:
Planning and reassurance: DJW’s role is to advise and reassure you on the best way to utilise what you have already (your existing provisions) to achieve your short and long term objectives – we are not here to sell financial products. Just like any good plan, we analyse where you are now, where you ideally want to be and how best you can get there from your current situation
Personal advice: We have built our business by listening to what our clients tell us they want and value, and their day to day pressures and challenges. We will make sure your solutions are in the right name, ownership and tax shelters such that you do not lose money unnecessarily to the tax man – in an ethical and legal way. Should we need to research the market for you, we already have a rigorously tested range tailored for our client bank, as well as being able to access the whole of the market where required
Security: We are backed by the Quilter group, a FTSE listed company that manages 118.4 billion of investments on behalf of over 900,000 customers and who’s name date back to 1771. They stand behind and back the advice that DJW gives
Requirements
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
- Understanding complex information – Analysing financial data
- Research and analysis – Client confidentiality
- Listening and communication – Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong 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
- Full Administration Service
- Full Paraplanning Support
- Development support to acheive Chartered status
#J-18808-Ljbffr
Employed Financial Adviser employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry. Attend events, webinars, or local meetups where you can connect with current financial advisers and learn about their experiences at firms like DJW.
✨Tip Number 2
Familiarise yourself with the latest trends in investment strategies and tax planning. Being knowledgeable about current market conditions and regulations will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your understanding of client needs and how you would approach providing personalised financial advice. Think of examples from your past experiences that demonstrate your ability to listen and respond effectively.
✨Tip Number 4
Showcase your interpersonal skills by engaging with potential colleagues or mentors in the field. Building rapport and demonstrating your communication abilities can make a lasting impression before you even apply.
We think you need these skills to ace Employed Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Employed Financial Adviser at DJW. Familiarise yourself with their approach to financial planning and client relationships.
Tailor Your CV: Highlight your relevant experience in financial planning and sales. Emphasise your understanding of investment strategies and your ability to analyse complex financial data. Make sure your CV reflects the skills mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and your commitment to providing personalised financial advice. Mention how your values align with DJW's mission to support clients in achieving their financial goals.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Quilter Financial Planning
✨Understand the Company’s Values
Before your interview, take some time to research DJW and their approach to financial planning. Understanding their focus on bespoke advice and client relationships will help you align your answers with their values.
✨Showcase Your Analytical Skills
Since the role requires understanding complex information and analysing financial data, be prepared to discuss specific examples from your past experience where you successfully navigated financial challenges or provided insightful analysis.
✨Demonstrate Strong Interpersonal Skills
As an Employed Financial Adviser, building client relationships is key. Be ready to share instances where your communication and listening skills made a difference in client interactions or helped resolve issues.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about DJW's approach to financial planning, their client base, and how they support their advisers. This shows your genuine interest in the role and the company.
