Private Client Servicing Adviser

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 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.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

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 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 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.

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.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x 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 companywide events in support of our company charities