Independent Financial Advisor

Chase de Vere; Liverpool; On-site; GBP 35,000 - 65,000; Full time

Job summary

Chase de Vere Financial Advisers is seeking an Independent Financial Adviser to join our Private Wealth division. The role focuses on delivering holistic financial advice to professional clients, developing strong client relationships, and compiling detailed investment reports to reflect client needs.

Success comes from networking, presenting, and identifying new business opportunities, while maintaining the highest standards of client service and compliance.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is essential.
• Networking, presentation and business development skills are central to success.
• Self-motivated, engaging and client-focused behaviours are required.
• Passion and drive to succeed while delivering excellent client service.

Responsibilities

• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports reflecting client requirements.
• Undertake regular fact-finding, presentations and service review meetings.
• Develop and follow up on new business opportunities and enquiries.
• Generate a pipeline to meet the business plan.

Skills

Networking

Presentation

Business development

Client-focused

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 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.

• 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