Independent Financial Adviser

Independent Financial Advisers Limited; Exeter; On-site; GBP 42,000 - 70,000; Full time

Benefits offered by this job

Contributory pension

25 days holiday (increasing to 30 with

Life Assurance

Comprehensive induction and training

Fully funded exams and paid study leav

Flexible benefits package

Additional holiday days option

Cycle to work scheme

Employee Forum and D&I groups

Annual company charity event

Volunteer days

Mortgage service via internal team

Employee Assistance Programme 24/7 hel

Job summary

Chase de Vere Financial Advisers, operating within the Independent Financial Advisers sector in the UK, seeks a proactive adviser within its Private Wealth division. Role focuses on holistic financial planning for professionals at various career stages, with strong emphasis on business development and client satisfaction.

Candidates should hold the Level 4 Diploma in Regulated Financial Planning and be prepared to build a reliable client pipeline while delivering independent financial advice of

Qualifications

• The Level 4 Diploma in Regulated Financial Planning is essential for advising clients.
• Networking, presentation and business development skills are important for success.
• Self-motivated, client-focused professionals thrive in this fast-paced industry.

Responsibilities

• Develop and enhance skills within financial advice with an experienced team.
• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports reflecting client requirements and standards.
• Conduct regular fact-finding, presentations and service review meetings with clients.
• Identify and develop new business opportunities and follow up enquiries.
• Build a pipeline to meet business plans.

Skills

Networking

Presentation

Business development

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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.

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 requirements and 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?

• 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