At a Glance
- Tasks: Provide ongoing financial planning services and conduct client meetings with excellence.
- Company: Chase de Vere, a trusted name in financial advice with a supportive culture.
- Benefits: Generous holiday, pension scheme, life assurance, and paid study leave.
- Other info: Engage in continuous professional development and enjoy a vibrant workplace culture.
- Why this job: Join a progressive team and help clients secure their financial futures.
- Qualifications: Client-focused with networking skills and a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 50000 - 60000 £ per year.
Chase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs. Due to the company’s continued growth, we are introducing a new Private Client Adviser role. This will involve providing an ongoing service to an existing and established client bank within Chase de Vere.
Successful candidates will be able to demonstrate a track record in financial advice, whilst delivering the best possible service to our clients.
What your role will involve:
- Client Service: Provide ongoing financial planning services to existing clients ensuring excellent service and regular meetings.
- Professional Standards: Adhere to Chase de Vere’s professional development scheme and regulatory standards.
- Client Meetings: Conduct all client meetings in line with business standards.
- Collaboration: Work closely with operational teams to deliver positive client outcomes.
- Documentation: Ensure all client files are kept up to date with relevant information.
- Management Information: Provide relevant information as and when required to support business initiatives.
- Professional Development: Engage in continuous professional development and increase technical knowledge in specialist areas.
What you will need:
- Client focused in order to deliver an excellent service and positive outcomes.
- Good networking and presentation skills.
- Self-motivated, engaging and compassionate.
- Passion and drive to succeed.
- Level 4 Diploma in Regulated Financial Planning.
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.
Private Client Adviser in Glasgow employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises employee growth and well-being, offering a nurturing culture and a range of benefits including an annual bonus, life assurance, and flexible voluntary options. Located in Manchester, our part-time Receptionist role provides a unique opportunity to be the welcoming face of our organisation while enjoying a supportive work environment that values community involvement and personal development.
