Independent Financial Adviser

Chase de Vere; Exeter; Hybride; GBP 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Contributory pension

Holiday allowance

Life Assurance

Fully funded exams

Paid study leave

Flexible benefits

Cycle to work

Employee forum

Charity events

Volunteer days

Mortgage advice service

24/7 helpline

Résumé du poste

Chase de Vere Financial Advisers seeks an Independent Financial Adviser to join our Private Wealth division. You will work with professionals at various career stages to plan for their financial futures and develop your advisory skills within a supportive team.

The role involves providing holistic advice, compiling investment reports, and engaging in a proactive business development pipeline while meeting internal standards.

Qualifications

• Networking, presentation and business development skills are essential.
• Self-motivated, engaging and client-focused behaviours are needed.

Responsabilités

• Develop and enhance your skills within financial advice with the team.
• Provide holistic financial advice to prospective and existing clients.
• Prepare accurate investment reports reflecting client requirements and standards.
• Conduct regular fact-finding, presentations and service reviews with clients.
• Identify and develop new business opportunities and follow up enquiries.

Connaissances

Networking

Presentation

Business development

Client-focused

Self-motivated

Formation

Level 4 Diploma in Regulated Financial Planning

Description du poste

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 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.

• 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 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

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’s in it for you?

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.

• Contributory pension
• 25 days holiday (increasing to 30 with length of service), plus bank holidays
• Life Assurance
• Comprehensive induction and training programme
• Fully 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
• Our Employee Forum and Diversity and Inclusion groups.
• A business-wide annual event in support of our company charities
• Paid volunteering days each year, to support your local community
• Free mortgage service available through our internal mortgage team
• Employee Assistance Programme with access to a 24/7 helpline