At a Glance
- Tasks: Provide ongoing financial planning and exceptional service to clients.
- Company: Chase de Vere, a leader in wealth management.
- Benefits: Comprehensive training, competitive salary, and career progression opportunities.
- Other info: Supportive environment with a focus on professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 30000 - 40000 £ per year.
Chase de Vere is seeking a Private Client Adviser to service an established client bank with a focus on ongoing financial planning and exceptional service.
You will conduct meetings, maintain client files, and work with operations to ensure optimal outcomes for clients.
You will develop your technical knowledge through our development scheme and regulatory standards, delivering tailored advice and supporting business initiatives with accuracy and care.
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Private Client Adviser: Ongoing Wealth Planning & Service in Glasgow 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.
