Independent Financial Adviser

Swiss Life; Exeter; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Cycle to work Scheme

Volunteer days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Company charity events

Job summary

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.

Qualifications

• Networking, presentation and business development skills are essential for success as an Independent Financial Adviser.
• Self-motivated, engaging, compassionate and client focused behaviours are key in this fast-paced industry.
• A passion and drive to succeed while delivering excellent client service are required.

Responsibilities

• Work with the experienced team to develop and enhance your skills in financial advice.
• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports reflecting client requirements and internal standards.
• Undertake regular fact-finding, presentations and service review meetings with clients and identify new business opportunities.

Skills

Networking

Presentation

Business development

Self-motivation

Client focus

Drive to succeed

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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.

WHAT YOUR ROLE WILL INVOLVE

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 requirementsand meet our internal business standards
• Undertaking regular fact-finding, presentations and service review meetings with clientsStriving 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