Private Client Adviser

Chase de Vere Medical; Manchester; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Contributory pension

25 days holiday + bank holidays

Life Assurance

Induction and training programme

Exam support and study leave

Flexible benefits package

Extra holiday purchase option

Cycle to work scheme

Employee Forum & Diversity and INClus

Company charity events

Volunteering days

Mortgage service access

Job summary

Chase de Vere Financial Advisers in Manchester is expanding to welcome a Private Client Adviser who will provide ongoing financial planning services to an existing client bank within Chase de Vere.

You will conduct regular client meetings, adhere to professional development schemes and regulatory standards, and collaborate with operations to deliver positive client outcomes. A strong client-focused mindset is essential, with drive to succeed.

Qualifications

• Client-focused service and positive outcomes for clients.
• Strong networking and presentation skills are required.
• Self-motivated, engaging and compassionate approach.
• Clear passion and drive to succeed in financial planning.
• Level 4 Diploma in Regulated Financial Planning is required.

Responsibilities

• Provide ongoing financial planning services to existing clients with regular meetings.
• Adhere to Chase de Vere's professional development scheme and regulatory standards.
• Conduct client meetings in line with business standards.
• Collaborate with operational teams to deliver positive client outcomes.
• Keep client files up to date with relevant information.
• Provide management information to support business initiatives.
• Engage in continuous professional development and broaden technical knowledge.

Skills

Client-focused service

Networking & presentation

Self-motivated & engaging

Passion & drive to succeed

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.

Due to the company's continued growth, we are introducing a new Private Client Adviser role. This will involve providing an ongoing service to an existing and established client bank within Chase de Vere.

Successful candidates will be able to demonstrate a track record in financial advice, whilst 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.

Your Day-to-day Role

• Client Service : Provide ongoing financial planning services to existing clients ensuring excellent service and regular meetings.
• Professional Standards : Adhere to Chase de Vere's professional development scheme and regulatory standards.
• Client Meetings : Conduct all client meetings in line with business standards.
• Collaboration : Work closely with operational teams to deliver positive client outcomes.
• Documentation : Ensure all client files are kept up to date with relevant information.
• Management Information : Provide relevant information as and when required to support business initiatives.
• Professional Development : Engage in continuous professional development and increase technical knowledge in specialist areas.

What you will need

• 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

What’s in it for you?

By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

• 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