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- Tasks: Help clients secure their financial futures through expert advice and business development.
- 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 comprehensive training.
- 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; networking skills are a plus.
- Other info: Experience a fully funded annual conference and two paid volunteering days each year.
The predicted salary is between 28800 - 48000 £ 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. We are looking for Financial Advisers in the Bath and London regions. 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 and Medical 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 includes 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’S IN IT FOR YOU?
- By joining Chase de Vere, you’ll 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.
Independent Financial Advisor (England) 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 (England)
✨Tip Number 1
Networking is key in the financial advisory world. Attend industry events, join local finance groups, and connect with professionals on platforms like LinkedIn to build relationships that could lead to job opportunities.
✨Tip Number 2
Consider seeking mentorship from experienced Financial Advisers. They can provide invaluable insights into the role and help you develop the necessary skills and confidence to excel in your career.
✨Tip Number 3
Stay updated on financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 4
Practice your presentation and communication skills. Being able to convey complex financial information clearly and engagingly is crucial for building trust with clients and securing new business.
We think you need these skills to ace Independent Financial Advisor (England)
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your Level 4 Diploma in Regulated Financial Planning in your CV and cover letter. This qualification is essential for the role, so it should be one of the first things they see.
Showcase Your Skills: Emphasise your networking, presentation, and business development skills in your application. Provide specific examples of how you've successfully used these skills in previous roles or experiences.
Demonstrate Client Focus: In your cover letter, illustrate your client-focused approach by sharing anecdotes that highlight your compassion and engagement with clients. This will show that you understand the importance of building strong relationships.
Tailor Your Application: Customise your CV and cover letter to reflect the values and expectations outlined in the job description. Use keywords from the listing to ensure your application resonates with what Chase de Vere is looking for.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning during the interview. This qualification is essential for the role, so be prepared to discuss how it has equipped you with the necessary skills to provide independent financial advice.
✨Demonstrate Business Development Skills
Chase de Vere values candidates who can identify and pursue business development opportunities. Be ready to share examples from your past experiences where you've successfully built client relationships or generated new business.
✨Exhibit Client-Focused Attitude
Emphasise your ability to listen and understand client needs. Prepare to discuss how you have previously provided tailored financial advice and how you plan to maintain a compassionate approach in your future role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of scenarios where you had to navigate complex financial situations and how you approached them, as this will demonstrate your proactive nature.
