Independent Private Wealth Adviser in Exeter

Independent Private Wealth Adviser in Exeter

Exeter Full-Time On-site
Swiss Life

Chase de Vere in Exeter is seeking a motivated Independent Financial Adviser to join our Private Wealth division. You will work with professionals to provide holistic financial planning and investment advice, building client relationships and a strong pipeline of opportunities.

Essential is the Level 4 Diploma in Regulated Financial Planning; Chartered status is advantageous. A competitive salary plus annual bonus, extensive training, and a supportive culture are offered to help you grow.

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Independent Private Wealth Adviser in Exeter 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.

Swiss Life

Contact Details:

Swiss Life Recruitment Team