At a Glance
- Tasks: Provide holistic financial advice and develop client relationships.
- Company: Join a supportive team in a dynamic financial advisory firm.
- Benefits: Competitive salary, bonus potential, generous leave, and flexible benefits.
- Other info: Enjoy a vibrant workplace with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong networking skills.
The predicted salary is between 49500 - 60500 £ per year.
Key Qualifications
The Level 4 Diploma in Regulated Financial Planning is an essential requirement for this role.
Networking, presentation, and business development skills are central to success, and the ability to be self‑motivated, engaging, compassionate, and client‑focused is essential.
Responsibilities
- Work closely with our experienced team to develop and enhance your skills within financial advice.
- Provide holistic financial advice to prospective and existing clients.
- Compile accurate investment reports that reflect client requirements and meet our internal business standards.
- Undertake regular fact‑finding, presentations, and service review meetings with clients.
- Strive to recognise and develop new business opportunities.
- Follow up on all enquiries to further enhance your business prospects.
- Generate a pipeline of business in order to meet your business plan.
Compensation & Benefits
Competitive salary with the opportunity to earn an annual bonus.
- 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
- Employee Forum and Diversity & Inclusion group
- Local and company‑wide events in support of our company charities
- #J-18808-Ljbffr
Independent Financial Adviser in Manchester 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.
