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- Tasks: Provide holistic financial advice and develop client relationships in a dynamic environment.
- 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: Opportunity for performance-related bonuses and fully funded professional exams.
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. 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
Network actively within the financial services industry. Attend local 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 Advisor.
✨Tip Number 3
Stay updated on the latest financial regulations and market trends. 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 Financial Advisors at Chase de Vere. Observing their interactions with clients and understanding their approach to business development can provide valuable insights and help you refine your own strategies.
We think you need these skills to ace Independent Financial Advisor (England)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience in financial advising. Emphasise your networking, presentation, and business development skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your client-focused approach. Mention how your skills align with the values of Chase de Vere and your commitment to providing independent financial advice.
Showcase Relevant Experience: If you have experience in business development or client management, make sure to include specific examples in your application. This will demonstrate your ability to recognise opportunities and build relationships with clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail and professionalism, which are essential qualities for an Independent Financial Advisor.
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 compassionate and client-focused attitude. Be ready to share experiences where you've gone above and beyond for clients, showcasing your ability to build trust and deliver exceptional service.
✨Prepare for Scenario-Based 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 relation to providing holistic financial advice.
