Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive and ambitious
- Someone who has a client-centric approach and mindset
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
- A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes
- Someone who can go out and seek new opportunities
How will DJLB Wealth Management support you:
We will provide tailored support, to smooth your transition into our business:
◆ Senior Adviser mentors available to new joiners
◆ Adviser development programme in place
◆ Support to attend relevant CPD events
◆ Peer to Peer learning encouraged
◆ Technical advice and support from SJP and internal experts
◆ Regular observations/opportunities to observe others
◆ Observations/support in client meetings or with networking events
◆ Joint client meetings encouraged with other advisers to learn
◆ Coaching and Mentoring
◆ Weekly Adviser Meetings include internal and external training and mentoring sessions
◆ Weekly 121 to look at support required and review KPIs from the previous week
You will receive all the support and training required to build a successful career in financial advice. This includes lead generation, marketing consultancy, and operational support.
You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology.
It is important to us that each Advisor has the right level of support and given access to the correct tools to succeed.
You will be supported by -
◆ Monthly team meeting to cover relevant areas of training and share best practices with peers
◆ Monthly development 121 to work on agenda set by adviser
◆ Career pathways in place
◆ Personal Development Plan tailored and personalised for each Adviser
◆ Support to build and deliver your business plan will be provided
◆ Options available to acquire client ownership once thresholds are met
◆ Support to develop Advice specialisms if desired
◆ Support to Chartered status
◆ Back-office training to support understanding of the process at outset
DJLB Wealth Management is a small yet rapidly growing firm. We are looking for someone who can grow with us and help develop our business further. Our firm is currently made up of 5 Financial Advisors and 8 in administration. We are a busy office in Worthing with an office in Kent as well as having a large London head office.
This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment.
Location: Worthing, West Sussex
Minimum Requirements: Experienced Financial Adviser with a Level 4 Advice qualification and SPS
Earnings: Employed with the opportunity to build real value within a leading financial advice business. Potential for earning £80k within 3 years, with the opportunity for further financial progression.
Job Types: Full-time, Permanent
Pay: £30,000.00-£80,000.00 per year
Benefits:
- Company pension
- Private medical insurance
- Work from home
Experience:
- Financial services: 2 years (required)
- Financial planning: 2 years (required)
Work Location: In person
