Private Client Adviser: Trusted Wealth Planner

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

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.