At a Glance
- Tasks: Provide ongoing financial planning and proactive service to clients.
- Company: Chase de Vere Financial Advisers, a leader in private wealth management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth within a reputable firm.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 45000 - 50000 £ per year.
Chase de Vere Financial Advisers is expanding with a Private Client Adviser role to service an established client bank within Chase de Vere.
The role sits in our Private Wealth division, focusing on ongoing financial planning, client meetings, and delivering proactive service with a strong emphasis on regulatory standards and professional development.
Collaboration with operations, meticulous file documentation, and timely MI support are essential to drive positive client outcomes.
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Private Wealth Adviser: Ongoing Client Planning 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.
