Independent Financial Adviser

Chase de Vere Medical; Manchester; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Contributory pension

25 days holiday (increasing to 30 with

bank holidays

Job summary

Chase de Vere Financial Advisers in Manchester is seeking an Independent Financial Adviser to join our Private Wealth division. You will provide holistic financial advice to prospective and existing clients, compiling accurate investment reports that reflect client requirements and meet our internal standards.

You will build a pipeline of business by following up on enquiries, developing opportunities, and presenting findings to clients while pursuing Chartered status and ongoing professional

Qualifications

• Level 4 Diploma in Regulated Financial Planning (essential)
• Networking, presentation and business development skills helpful
• Self-motivated, engaging and client-focused
• Passion and drive to succeed, delivering the best possible service to clients

Responsibilities

• 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 internal standards
• Undertaking regular fact-finding, presentations and service review meetings with clients
• Developing new business opportunities and following up on enquiries to grow your pipeline

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