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- Tasks: Provide expert financial advice and build client relationships in a dynamic environment.
- Company: Join Chase de Vere, a trusted name in financial advising with a supportive culture.
- Benefits: Enjoy a contributory pension, 25 days holiday, and opportunities for career growth.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Level 4 Diploma in Regulated Financial Planning is essential; networking skills are a plus.
- Other info: Be part of a nurturing team that values your passion and drive to succeed.
The predicted salary is between 36000 - 60000 £ per year.
Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations.
What your role will involve
This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.
Your day-to-day role
- Working closely with our experienced team to develop and enhance your skills within financial advice
- Providing holistic financial advice to prospective and existing clients
- Compiling accurate investment reports that reflect client requirements and meet our internal business standards
- Undertaking regular fact-finding, presentations and service review meetings with clients
- Striving to recognise and develop new business opportunities
- Following up on all enquiries to further enhance your business prospects
- Generating a pipeline of business in order to meet your business plan
What you will need
- The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role.
- Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful.
- Self‑motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry.
- The passion and drive to succeed, while delivering the best possible service to our clients.
What’s in it for you?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Contributory pension
- 25 days holiday (increasing to 30 with length of service)
Independent Financial Adviser in Edinburgh employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Edinburgh
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the financial sector. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Practice your pitch! You need to be able to present yourself confidently. Prepare a short introduction about who you are, what you do, and what makes you unique as an Independent Financial Adviser. This will help you stand out when meeting potential clients or employers.
✨Tip Number 3
Follow up on every lead! Whether it’s a casual conversation or a formal meeting, always send a thank-you note or a follow-up email. This shows your dedication and keeps you fresh in their minds, which can lead to future business opportunities.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals like you. By applying directly, you’ll have a better chance of getting noticed by our hiring team, so make sure to check out the latest openings at Chase de Vere.
We think you need these skills to ace Independent Financial Adviser in Edinburgh
Some tips for your application 🫡
Show Your Knowledge: Make sure to highlight your understanding of financial planning and the qualifications you hold, like the Level 4 Diploma. We want to see that you’re not just qualified, but also passionate about helping clients secure their financial futures.
Be Trustworthy: Trust is key in our industry, so let your application reflect your integrity. Share examples of how you've built trust with clients or colleagues in the past. We love to see candidates who value honesty and transparency!
Demonstrate Proactivity: We’re looking for self-motivated individuals who can spot business development opportunities. In your application, mention any initiatives you've taken in previous roles to enhance client relationships or grow your business. Show us your drive!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team at Chase de Vere!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 Diploma in Regulated Financial Planning. Be prepared to discuss how you can provide holistic financial advice and demonstrate your understanding of investment reports.
✨Showcase Your Skills
Highlight any networking, presentation, and business development skills you have. Think of specific examples where you've successfully built client relationships or identified new business opportunities. This will show that you're proactive and ready to hit the ground running.
✨Be Client-Focused
During the interview, emphasise your client-centric approach. Share stories that illustrate your compassion and engagement with clients, as these qualities are essential for an Independent Financial Adviser. Make it clear that you understand the importance of listening to clients' needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and the support you'll receive from the team. This not only shows your interest in the role but also helps you gauge if Chase de Vere is the right fit for you. It’s a two-way street!
