Independent Financial Adviser - Private Wealth Growth

Chase de Vere; Exeter; Hybrid; GBP 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Networking

Presentation

Business development

Client-focused

Self-motivated

Ausbildung

Level 4 Diploma in Regulated Financial Planning

Jobbeschreibung

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.