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Chase de Vere

Independent Financial Adviser

Birmingham Full-Time 28800 - 48000 £ / year (est.) Home office (partial)

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At a Glance

Tasks: Provide holistic financial advice and develop client relationships.
Company: Join Chase de Vere, a leading independent financial advisory firm in the UK.
Benefits: Enjoy a competitive salary, hybrid working, 25+ days holiday, and paid study leave.
Why this job: Be part of a supportive culture that values your growth and community impact.
Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning.
Other info: Access to a 24/7 helpline and opportunities for volunteering.

The predicted salary is between 28800 - 48000 £ per year.

Join to apply for the Independent Financial Adviser role at Chase de Vere

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Join to apply for the Independent Financial Adviser role at Chase de Vere

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 doesnt 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 cant 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 divisions. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.

Your day-to-day role

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

WHATS IN IT FOR YOU?

By joining Chase de Vere, youll be a part of one of the largest independent financial advisory firms in the UK. Backed by Swiss Life, this gives you the opportunity to have a progressive career in a nurturing culture, which will make you feel part of something special.

A guaranteed basic salary with the opportunity to earn excellent performance related bonuses
25 days holiday (increasing to 30 with length of service), plus bank holidays
The option to buy additional holiday days
Hybrid working
Contributory pension scheme
Life Assurance
Fully funded exams and paid study leave
Comprehensive induction and training programme
A wide range of voluntary flexible benefits to suit your individual needs
Cycle to work scheme
Employee Forum and Diversity and Inclusion groups
Fully funded annual 2 day conference in Manchester
2 paid volunteering days each year, to support your local community
Complementary mortgage service available through our internal mortgage team
Employee Assistance Programme with access to a 24/7 helpline

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Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales
Industries

Investment Advice

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