At a Glance
- Tasks: Provide tailored financial advice and ongoing support to clients.
- Company: Join an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25-30 days holiday, pension scheme, and paid study leave.
- Other info: Engage in continuous learning and participate in community events.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Client-focused with a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
Overview
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients “be future confident,” which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
Due to the company’s continued growth, we are introducing a new Private Client Adviser role that will provide ongoing service to an existing and established client bank within Chase de Vere.
Successful candidates will demonstrate a track record in financial advice and deliver the best possible service to our clients.
Responsibilities
- Provide ongoing financial planning services to existing clients, ensuring excellent service and regular meetings.
- Adhere to Chase de Vere’s professional development scheme and regulatory standards.
- Conduct all client meetings in line with business standards.
- Work closely with operational teams to deliver positive client outcomes.
- Ensure all client files are kept up to date with relevant information.
- Provide relevant information as required to support business initiatives.
- Engage in continuous professional development and increase technical knowledge in specialist areas.
Qualifications
- Client focused in order to deliver an excellent service and positive outcomes.
- Good networking and presentation skills.
- Self‑motivated, engaging and compassionate.
- Passion and drive to succeed.
- Level 4 Diploma in Regulated Financial Planning.
Benefits
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
- Contributory pension scheme.
- Life assurance – 4× annual salary.
- Comprehensive induction and training programme.
- Funded exams and paid study leave.
- A wide range of voluntary flexible benefits to suit your individual needs.
- The option to buy additional holiday days.
- Cycle to work scheme.
- Paid volunteering days each year.
- Employee Assistance Programme with access to a 24/7 helpline.
- Access to our free mortgage service, through our internal mortgage team.
- Our Employee Forum and Diversity & Inclusion group.
- Local and company‑wide events in support of our company charities.
- #J-18808-Ljbffr
Private Client Adviser in Bath employer: Swiss Life
Chase de Vere is an excellent employer, offering a collaborative and growth-oriented work culture where you can thrive as an IFA Private Client Support Specialist. With a strong emphasis on internal training and professional development, employees are empowered to enhance their skills while contributing to a national, award-winning financial advice firm. Located in a dynamic environment, the company prioritises FCA compliance and data integrity, ensuring that you play a vital role in delivering exceptional support to Independent Financial Advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Adviser in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swiss Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Adviser in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swiss Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swiss Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swiss Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swiss Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swiss Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swiss Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
