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For Companies At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Chase de Vere, a trusted name in financial planning.
- Benefits: Gain valuable experience, mentorship, and career growth opportunities.
- 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.
- Other info: Join a supportive team focused on your success in a rewarding industry.
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 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 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.
Independent Financial Advisor in Edinburgh employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in Edinburgh
✨Tip Number 1
Get networking! Connect with other financial professionals and potential clients on platforms like LinkedIn. Attend industry events or local meetups to build relationships and showcase your expertise.
✨Tip Number 2
Practice your presentation skills. Whether it's a formal pitch or a casual chat, being able to communicate your ideas clearly is key. We recommend rehearsing with friends or colleagues to get comfortable.
✨Tip Number 3
Follow up on every lead. After meeting someone or having a conversation, send a quick message to thank them and keep the dialogue going. This shows you're proactive and genuinely interested in helping them.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Independent Financial Advisor in Edinburgh
Some tips for your application 🫡
Show Your Qualifications: Make sure to highlight your Level 4 Diploma in Regulated Financial Planning right at the start. We want to see that you’ve got the essential qualifications to back up your application!
Demonstrate Your Skills: Talk about your networking, presentation, and business development skills. If you've got any experience in these areas, let us know! It’ll show us you’re ready to hit the ground running.
Be Yourself: We’re looking for self-motivated and compassionate individuals. Don’t be afraid to let your personality shine through in your application. Show us why you’re passionate about providing independent financial advice!
Apply Through Our Website: For a smooth application process, make sure to apply through our website. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Chase de Vere
✨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 your knowledge can help clients secure their financial futures.
✨Showcase Your Skills
Highlight any networking, presentation, and business development experience you have. Be prepared to share specific examples of how you've successfully engaged clients or developed new business opportunities in the past.
✨Be Client-Focused
Demonstrate your compassion and client-centric approach during the interview. Share stories that illustrate your ability to listen to clients' needs and provide tailored financial advice that truly benefits them.
✨Exude Passion and Drive
Let your enthusiasm for the role shine through. Talk about what motivates you to succeed in the financial advisory field and how you plan to deliver exceptional service to clients at Chase de Vere.
