Private Client Wealth Adviser – Ongoing Planning & Service

Swiss Life; Manchester; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

25 days leave

Pension scheme

Life assurance

Induction & training

Funded exams

Flexible benefits

Additional holiday days

Cycle to work

Volunteer days

Employee Assistance Programme

Mortgage service access

Employee forum & D&I

Charity events

Job summary

Chase de Vere is seeking a Private Client Adviser to join our national wealth management team in the UK. You will provide ongoing financial planning services to an established client bank and deliver excellent client outcomes.

Working within our Private Wealth division, you will maintain regulatory standards, conduct client meetings, and collaborate with operations to support business initiatives. A Level 4 Diploma in Regulated Financial Planning is required, with a competitive salary and bonus

Qualifications

• Client-focused to deliver excellent service
• Strong 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 focused

Networking skills

Presentation skills

Self-motivated

Engaging

Compassionate

Passion to succeed

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is seeking a Private Client Adviser to join our national wealth management team in the UK. You will provide ongoing financial planning services to an established client bank and deliver excellent client outcomes.

Working within our Private Wealth division, you will maintain regulatory standards, conduct client meetings, and collaborate with operations to support business initiatives. A Level 4 Diploma in Regulated Financial Planning is required, with a competitive salary and bonus