Private Client Adviser — Wealth Planning & Growth

Swiss Life; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Induction & training

Study leave & exams

Flexible benefits

Cycle to work

Volunteer days

Employee helpline

Job summary

Chase de Vere is expanding its Private Wealth division and seeks a Private Client Adviser to service an existing client bank with professional, proactive financial planning. You will meet clients regularly, adhere to standards, and collaborate with teams to deliver tailored solutions that secure clients’ financial futures.

The role includes ongoing development, exams, and a competitive salary with a bonus, plus an extensive benefits package designed to support your work-life balance and career

Qualifications

• Client-focused to deliver 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.

Responsibilities

• 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.

Skills

Client service

Networking

Presentation skills

Self-motivated

Compassionate

Drive to succeed

Regulated financial planning knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is expanding its Private Wealth division and seeks a Private Client Adviser to service an existing client bank with professional, proactive financial planning. You will meet clients regularly, adhere to standards, and collaborate with teams to deliver tailored solutions that secure clients’ financial futures.

The role includes ongoing development, exams, and a competitive salary with a bonus, plus an extensive benefits package designed to support your work-life balance and career