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- Tasks: Provide expert financial advice and develop client relationships in a supportive team.
- Company: Join Chase de Vere, an award-winning independent financial advice firm.
- Benefits: Enjoy competitive salary, 25-30 days leave, pension scheme, and paid study leave.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning is essential.
- Other info: Dynamic environment with opportunities for personal growth and professional development.
The predicted salary is between 28800 - 43200 £ per year.
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. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations.
WHAT YOU WILL NEED- The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role.
- Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful.
- Self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry.
- The passion and drive to succeed, while delivering the best possible service to our clients.
This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.
Your day-to-day role- Working closely with our experienced team to develop and enhance your skills within financial advice
- Providing holistic financial advice to prospective and existing clients
- Compiling accurate investment reports that reflect client requirements and meet our internal business standards
- Undertaking regular fact-finding, presentations and service review meetings with clients
- Striving to recognise and develop new business opportunities
- Following up on all enquiries to further enhance your business prospects
- Generating a pipeline of business in order to meet your business plan
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x 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 companywide events in support of our company charities
Independent Financial Adviser in Brechin employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Brechin
✨Tip Number 1
Networking is key! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy about reaching out to potential mentors. The more connections you make, the better your chances of landing that Independent Financial Adviser role.
✨Tip Number 2
Practice your pitch! You need to be able to present yourself confidently. Prepare a short introduction about who you are, what you do, and why you’re passionate about financial advising. This will come in handy during interviews and networking events.
✨Tip Number 3
Follow up! After meeting someone or attending an interview, send a quick thank-you email. It shows your appreciation and keeps you on their radar. Plus, it’s a great way to reiterate your interest in the role at Chase de Vere.
✨Tip Number 4
Utilise our website! Apply directly through StudySmarter for the best chance of getting noticed. We’re all about helping you succeed, so make sure you take advantage of the resources we offer to prepare for your interviews and enhance your skills.
We think you need these skills to ace Independent Financial Adviser in Brechin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Independent Financial Adviser role. Highlight your Level 4 Diploma in Regulated Financial Planning and any relevant networking or business development experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advising and how you can contribute to helping clients achieve their financial goals. Keep it engaging and personal.
Showcase Your Soft Skills: We’re looking for self-motivated, compassionate individuals. In your application, don’t forget to mention your client-focused approach and any examples of how you've built relationships in previous roles.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and commitment to joining our team!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you’re well-versed in the Level 4 Diploma in Regulated Financial Planning. Brush up on key concepts and be ready to discuss how your knowledge can help clients achieve financial security.
✨Showcase Your Skills
Highlight any networking, presentation, and business development skills you have. Prepare examples of how you've successfully engaged with clients or developed new business opportunities in the past.
✨Be Client-Focused
Demonstrate your compassion and client-centric approach during the interview. Share stories that showcase your ability to listen and provide tailored advice, as this is crucial for a role at Chase de Vere.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training programmes, and growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
