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About the CompanyIf 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 RoleAs 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, youll work closely with senior team members to assist in the creation and implementation of financial strategies for their clients.Youll 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.Youll be mentored on how to help craft clear, actionable strategies that aim to grow, manage, and preserve their clients' wealth. Throughout your training, youll 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, youll gradually take on more responsibility, always with the support of their experienced team.This role offers you the opportunity to develop the expertise necessary to become a key player in the financial planning industry.ResponsibilitiesWorking towards Level 4 Diploma in Financial AdviceMinimum 2 years experience of working within the financial planning industryStrong IT skills, as we are a technology focused business