Private Client Wealth 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 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.