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- Tasks: Help clients plan their financial futures with expert advice and support.
- 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 a contributory pension scheme.
- Why this job: Develop your skills in a rewarding industry while making a real impact on clients' lives.
- Qualifications: A Level 4 Diploma in Regulated Financial Planning is required; networking and business development skills are essential.
- Other info: Receive fully funded exams, paid study leave, and two paid volunteering days each year.
The predicted salary is between 28800 - 48000 £ per year.
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.
Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. 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.
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.
- 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
By joining Chase de Vere, you’ll be a part of one of the largest independent financial advisory firms in the UK.
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
- ~ 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 (Permanent)
✨Tip Number 1
Network actively within the financial services industry, especially in Bath and London. Attend local finance-related events or seminars to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Develop your presentation skills by practising with friends or colleagues. Being able to clearly communicate complex financial concepts is crucial for building trust with clients.
✨Tip Number 3
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your confidence but also demonstrate your commitment to providing informed advice.
✨Tip Number 4
Consider finding a mentor within the financial advisory field. Learning from someone with experience can provide valuable insights into business development and client management strategies.
We think you need these skills to ace Independent Financial Advisor (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly any qualifications like the Level 4 Diploma in Regulated Financial Planning. Emphasise skills such as networking, business development, and client engagement.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing independent financial advice. Mention specific experiences where you've successfully helped clients plan their financial futures and how you align with the values of Chase de Vere.
Showcase Your Skills: In your application, clearly demonstrate your self-motivation, compassion, and client-focused approach. Use examples from your past roles to illustrate how these qualities have contributed to your success as a financial adviser.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
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 and any additional qualifications, such as Chartered status. This demonstrates your commitment to the profession and your ability to provide high-quality financial advice.
✨Demonstrate Business Development Skills
Prepare examples of how you've identified and pursued business development opportunities in the past. Discussing your networking and presentation skills will show that you understand the importance of building a client base in this role.
✨Emphasise Client-Centric Approach
Be ready to discuss how you prioritise client needs and build relationships. Share specific instances where you've provided compassionate and tailored advice, as this aligns with the values of Chase de Vere.
✨Prepare for Technical Questions
Expect questions related to financial planning and investment strategies. Brush up on current market trends and be prepared to discuss how you would compile accurate investment reports that meet client requirements and internal standards.
