At a Glance
- Tasks: Provide holistic financial advice and compile accurate investment reports for clients.
- Company: Chase de Vere Financial Advisers, a leading firm in Manchester.
- Benefits: Competitive salary, professional development, and support towards Chartered status.
- Other info: Opportunity to build a pipeline of business and grow your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 49500 - 60500 Β£ per year.
Chase de Vere Financial Advisers in Manchester is seeking an Independent Financial Adviser to join our Private Wealth division. You will provide holistic financial advice to prospective and existing clients, compiling accurate investment reports that reflect client requirements and meet our internal standards.
You will build a pipeline of business by following up on enquiries, developing opportunities, and presenting findings to clients while pursuing Chartered status and ongoing professional development.
Private Wealth Independent Financial Adviser in Manchester employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment that prioritises employee growth and development. With a strong focus on compliance and client service, employees benefit from comprehensive training and support, fostering a culture of collaboration and excellence. Join us to be part of a team that values your contributions and provides unique opportunities for career advancement in the financial services sector.