At a Glance
- Tasks: Provide ongoing financial planning services and conduct regular client meetings.
- Company: Chase de Vere, a leading wealth planning firm with a strong reputation.
- Benefits: Comprehensive training, professional development, and a supportive work environment.
- Other info: Opportunity for career growth in a reputable firm.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 63000 - 77000 £ per year.
Chase de Vere is seeking a Private Client Adviser to provide ongoing financial planning services to an established client bank, ensuring excellent service and regular meetings. The successful candidate will adhere to professional development schemes, regulatory standards and conduct client meetings in line with business requirements while delivering positive client outcomes and supported by a strong induction and training program.
Private Client Adviser: Trusted Wealth Planner 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.
