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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 a contributory pension.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning is essential.
- Other info: Access to comprehensive training and a nurturing team to help you 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.
- 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), 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
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Get to know the company inside out! Research Chase de Vere and understand their values, services, and client base. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Attend industry events, connect with current employees on LinkedIn, and engage in conversations about financial advice. Building relationships can open doors and give you insights into the company culture.
✨Tip Number 3
Practice your presentation skills! As an Independent Financial Adviser, you'll need to communicate complex information clearly. Set up mock presentations with friends or family to build your confidence and refine your delivery.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a chance to reiterate why you’re a great fit for the 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 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.
Highlight Your Skills: Don’t forget to showcase your networking, presentation, and business development skills. We’re looking for self-motivated individuals who can spot opportunities and drive their own success.
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 from our team!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and investment strategies. Familiarise yourself with the Level 4 Diploma in Regulated Financial Planning, as well as any recent changes in regulations or market trends. This will show that you're proactive and serious about the role.
✨Showcase Your Soft Skills
As an Independent Financial Adviser, being client-focused and compassionate is key. Prepare examples from your past experiences where you've demonstrated these qualities. Think about times when you've successfully built relationships or helped clients achieve their goals.
✨Prepare for Business Development Questions
Expect questions about how you would generate new business opportunities. Have a few strategies in mind that you've used before or ideas on how to approach networking. This shows that you understand the importance of business development in this role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.