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.
Private Client Adviser in Bath employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.
