Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 flexible benefits.
- 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 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
Independent Financial Advisor (Permanent) 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 (Permanent)
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who are already working at Chase de Vere. Attend industry events or local meetups in Bath and London to build connections and gain insights into the company culture.
✨Tip Number 2
Enhance your presentation skills by participating in workshops or online courses. Being able to present financial advice clearly and confidently is crucial for success as an Independent Financial Advisor.
✨Tip Number 3
Familiarise yourself with the specific needs of professionals in the Private Wealth and Medical sectors. Understanding their unique financial challenges will help you tailor your approach and demonstrate your expertise during interviews.
✨Tip Number 4
Showcase your self-motivation and client-focused attitude through examples from your past experiences. Prepare to discuss how you've successfully identified business development opportunities and built relationships with clients.
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.
Highlight Soft Skills: In your application, emphasise soft skills such as compassion, self-motivation, and the ability to build relationships. These qualities are essential for success in the role of an Independent Financial Adviser.
Showcase Continuous Learning: Mention any ongoing professional development or training you are undertaking, especially if it relates to financial advising. This demonstrates your commitment to growth and staying updated in the industry.
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 Client-Centric Skills
Prepare examples that showcase your ability to listen and understand client needs. Discuss how you've previously built relationships and provided tailored financial solutions, as this is crucial for success in the role.
✨Emphasise Business Development Experience
Be ready to talk about your experience in identifying business development opportunities. Share specific instances where you successfully expanded your client base or improved service offerings, as this aligns with the company's focus on growth.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex financial situations. Practise responding to hypothetical scenarios that a Financial Adviser might face, demonstrating your analytical thinking and client-focused approach.
