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- Tasks: Provide holistic financial advice and develop client relationships in a dynamic environment.
- Company: Join Chase de Vere, a trusted name in financial advising with a supportive culture.
- Benefits: Enjoy 25 days holiday, life assurance, and fully funded exams for your professional growth.
- Why this job: Make a real impact on clients' financial futures while building your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning is essential; networking skills are a plus.
- Other info: Experience a nurturing culture with opportunities for community support and personal development.
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.
- 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.
- 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), plus bank holidays.
- Life Assurance.
- Comprehensive induction and training programme.
- Fully funded exams and paid study leave.
- A wide range of voluntary flexible benefits to suit your individual needs.
- The option to buy additional holiday days.
- Cycle to work scheme.
- Our Employee Forum and Diversity and Inclusion groups.
- A business-wide annual event in support of our company charities.
- Paid volunteering days each year, to support your local community.
- Free mortgage service available through our internal mortgage team.
- Employee Assistance Programme with access to a 24/7 helpline.
Independent Financial Adviser 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
✨Network Like a Pro
Get out there and meet people! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. Building relationships can lead to referrals and new opportunities, so don’t be shy!
✨Show Off Your Skills
When you get the chance, showcase your knowledge and expertise. Whether it’s through presentations or casual conversations, let potential clients see how you can help them secure their financial future. Confidence is key!
✨Follow Up, Follow Up, Follow Up
After meeting someone or having a conversation, make sure to follow up! A quick email or message can keep you top of mind and show that you’re proactive. It’s all about building that pipeline of business.
✨Apply Through Our Website
Don’t forget to apply for the Independent Financial Adviser role directly through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team at Chase de Vere.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Show Your Knowledge: Make sure to highlight your understanding of financial planning and the importance of independent advice. We want to see that you’re not just qualified, but also genuinely passionate about helping clients secure their financial futures.
Be Trustworthy: Trust is key in our industry. Use your application to demonstrate your integrity and reliability. Share examples of how you've built trust with clients or colleagues in the past, as this will resonate with us.
Highlight Your Proactivity: We love candidates who take initiative! In your application, mention any experiences where you’ve identified business opportunities or taken steps to improve client relationships. This shows us you’re ready to hit the ground running.
Tailor Your Application: Don’t just send a generic application. Take the time to tailor your CV and cover letter to reflect the specific skills and qualities we’re looking for. It’ll make a huge difference and show us you’re genuinely interested in joining our team!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you’re well-versed in the Level 4 Diploma in Regulated Financial Planning. Brush up on key concepts and be ready to discuss how they apply to real-world scenarios. This shows you’re not just qualified, but also knowledgeable and proactive.
✨Showcase Your Soft Skills
As an Independent Financial Adviser, being client-focused is crucial. Prepare examples that highlight your networking, presentation, and business development skills. Think of times when you’ve built relationships or recognised new business opportunities.
✨Prepare for Client Scenarios
Expect questions about how you would handle specific client situations. Practice articulating your thought process in providing holistic financial advice. This will demonstrate your ability to think critically and act compassionately.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training programmes, and how they support professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
