At a Glance
- Tasks: Provide holistic financial advice and build lasting client relationships.
- Company: Chase de Vere, a top independent financial adviser in the UK.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a dynamic team focused on private wealth growth in Liverpool.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Must hold Level 4 Diploma in Regulated Financial Planning and possess strong networking skills.
The predicted salary is between 50000 - 60000 £ per year.
Chase de Vere, a leading independent financial adviser in the UK, is seeking an ambitious adviser for our Private Wealth division in Liverpool. You will provide holistic financial advice to professionals at various career stages, building enduring client relationships and delivering tailored investment guidance.
Applicants must hold the Level 4 Diploma in Regulated Financial Planning and demonstrate networking, presentation and business development skills, plus self-motivation and client‑focused.
Independent Financial Advisor — Private Wealth Growth in Liverpool employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises employee growth and well-being, offering a nurturing culture and a range of benefits including an annual bonus, life assurance, and flexible voluntary options. Located in Manchester, our part-time Receptionist role provides a unique opportunity to be the welcoming face of our organisation while enjoying a supportive work environment that values community involvement and personal development.
