Private Client Adviser

Swiss Life; Bath; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension

Life assurance 4× annual salary

Induction and training programme

Funded exams and paid study leave

Flexible benefits and holiday options

Cycle to work scheme

Volunteer days

Job summary

Chase de Vere is seeking a Private Client Adviser to provide ongoing financial planning services to an established client bank, ensuring excellent service and regular meetings.

The successful candidate will adhere to professional development schemes, regulatory standards and conduct client meetings in line with business requirements while delivering positive client outcomes and supported by a strong induction and training program.

Qualifications

• Client-focused service and positive outcomes expected.
• Strong networking and presentation skills required.
• Self-motivated, engaging and compassionate attitude.
• Passion and drive to succeed in financial planning.

Responsibilities

• Provide ongoing financial planning services to existing clients with regular meetings.
• Adhere to professional development scheme and regulatory standards.
• Conduct all client meetings in line with business standards.
• Work closely with operational teams to deliver positive client outcomes.
• Ensure all client files are up to date with relevant information.
• Provide information to support business initiatives.
• Engage in continuous professional development and increase technical knowledge.

Skills

Client-focused service

Networking & presentation

Self-motivated & engaging

Passion & drive

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Overview

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients “be future confident,” which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. Due to the company’s continued growth, we are introducing a new Private Client Adviser role that will provide ongoing service to an existing and established client bank within Chase de Vere. Successful candidates will demonstrate a track record in financial advice and deliver the best possible service to our clients.

Responsibilities

• Provide ongoing financial planning services to existing clients, ensuring excellent service and regular meetings.
• Adhere to Chase de Vere’s professional development scheme and regulatory standards.
• Conduct all client meetings in line with business standards.
• Work closely with operational teams to deliver positive client outcomes.
• Ensure all client files are kept up to date with relevant information.
• Provide relevant information as required to support business initiatives.
• Engage in continuous professional development and increase technical knowledge in specialist areas.

Qualifications

• Client focused in order to deliver an excellent service and positive outcomes.
• Good networking and presentation skills.
• Self‑motivated, engaging and compassionate.
• Passion and drive to succeed.
• Level 4 Diploma in Regulated Financial Planning.

Benefits

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays.
• Contributory pension scheme.
• Life assurance – 4× annual salary.
• Comprehensive induction and training programme.
• 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.
• Paid volunteering days each year.
• Employee Assistance Programme with access to a 24/7 helpline.
• Access to our free mortgage service, through our internal mortgage team.
• Our Employee Forum and Diversity & Inclusion group.
• Local and company‑wide events in support of our company charities.