Chase de Vere, a national independent financial advice firm, is seeking a self-motivated Financial Adviser to join our Private Wealth division. You will provide holistic financial guidance to professional clients and build long-term client relationships.
The role requires the Level 4 Diploma in Regulated Financial Planning and strong networking, presentation and business development skills. You’ll develop investment reports, conduct fact-finding, and generate new business opportunities.
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Private Wealth Independent Financial 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.
