Jobs: Financial Planning Associate

The Company

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.

David James Wealth has recently been shortlisted for VouchedFor’s Small Financial Firm of the Year 2025. This shortlist is based on continued positive feedback from our clients. Furthermore, David James Wealth has been awarded VouchedFor’s Top Rated Firm for the third consecutive year, with seven of our advisors individually recognised as Top Rated Advisors for 2025.

The David James Wealth values are:

o We do the right thing – we always stick to what we know to be right
o Totally dedicated – together we work hard and deliver on our promises
o Always improving – we listen, learn, and strive for knowledge
o Enjoying the journey – we’re positive about what the road ahead promises

The Role

As a Financial Planning Associate at David James Wealth, you will be joining our 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 our 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 our clients' wealth.

Throughout your training, you’ll gain hands-on experience in supporting the financial planning process, tracking client progress, and making adjustments as needed. As you build your knowledge and skills, you’ll gradually take on more responsibility, always with the support of our experienced team. This role offers you the opportunity to develop the expertise necessary to become a key player in the financial planning industry.

Key Responsibilities 

• Building strong, long-term relationships with clients under the guidance of senior team members
• Assisting in delivering engaging and valuable ongoing service to clients, learning how to address their needs
• Supporting the team with administration and paraplanning tasks, ensuring smooth handovers and efficient processes
• Collaborating with the financial planning team, learning from best practices and contributing to the delivery of quality advice
• Continuing professional development (CPD) to ensure your skills, knowledge, and ideas are up to date with the latest trends and practices in financial planning
• Assisting in building referral relationships with professional connections across various disciplines, gaining experience in networking and relationship management

Key Skills

• A great listener and somebody who takes a genuine interest in people
• Excellent communication skills verbally and in written form
• A focused and dedicated individual with a real attention to detail
• A positive and engaging person, who wants to live and breathe the values of our business
• Very efficient and self-motivated
• A desire to continually improve and develop yourself and the team around you
• Take a pride in what you do and be an ambassador for the business
• Be inquisitive and challenging, to continually drive progress across the business

Qualifications/Experience

• Working towards Level 4 Diploma in Financial Advice
• Minimum 2 years’ experience of working within the financial planning industry
• Strong IT skills, as we are a technology focused business

The Benefits

• Access to high-quality clients to support initial and ongoing advice services to
• Support with further qualifications, including study leave
• Pension and death in service benefits
• 25 days holiday (+ Bank Holidays) per annum
• The ability and support to work flexibly where appropriate, in terms of hours and location
• Cycle to Work Scheme
• Private Medical Insurance
• Competitive salary
• A performance award based on delivering on our core values (see above)
• Participation in our company share options scheme
• We 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.

To apply, email your application to Chloe@davidjameswealth.com by 12 noon on Friday 9th May 2025.