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- Tasks: Help clients plan their financial futures while developing your skills in a supportive team.
- Company: Join Chase de Vere, one of the UK's largest independent financial advisory firms.
- Benefits: Enjoy a competitive salary, hybrid working, 25+ days holiday, and comprehensive training.
- Why this job: Be part of a nurturing culture that values your growth and offers real impact on clients' lives.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning; networking skills are a plus.
- Other info: Experience paid volunteering days and a fully funded annual conference in Manchester.
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.
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
Network actively within the financial services community. Attend industry events, seminars, and workshops in Bath and London to meet potential clients and other professionals. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Enhance your presentation skills by practising in front of friends or colleagues. Being able to communicate complex financial concepts clearly and confidently is crucial for success as an Independent Financial Adviser.
✨Tip Number 3
Stay updated on market trends and financial regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 4
Consider shadowing experienced advisers at Chase de Vere. Observing their interactions with clients and understanding their approach to business development can provide valuable insights that will help you in your role.
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. Share anecdotes that highlight your compassion and ability to engage with clients, as these qualities are crucial for success in this role.
Tailor Your Application: Customise your CV and cover letter to reflect the values and expectations outlined in the job description. Show that you understand the importance of providing truly independent financial advice and how you can contribute to their team.
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
Since networking and business development are crucial for success as an Independent Financial Adviser, come prepared with examples of how you've previously identified and pursued business opportunities. This will show your proactive approach and understanding of the role.
✨Emphasise Client-Centric Approach
Chase de Vere values a client-focused attitude. Be ready to share experiences where you've gone above and beyond for clients, showcasing your compassion and engagement. This will demonstrate that you understand the importance of building strong client relationships.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about potential challenges you might face in the role and how you would address them, particularly in providing holistic financial advice.
