Independent Financial Advisor — Private Wealth Growth

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

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.