Private Wealth Financial Adviser - Independent & Client‑Focused

Chase de Vere Independent Financial Advisers Limited; Manchester; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance - 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Volunteer days

Employee assistance programme

Job summary

Chase de Vere is a national financial advice firm seeking an Independent Financial Adviser within its Private Wealth division. You will deliver holistic financial guidance, compile investment reports, and build relationships with clients from varied professional backgrounds.

The role emphasises networking, presentations, and ongoing development, supported by a structured training programme and opportunities for Chartered status.

Qualifications

• The Level 4 Diploma in Regulated Financial Planning is essential.
• Networking, presentation and business development skills are central.
• Self-motivated, engaging and client-focused behaviours are expected.

Responsibilities

• Provide holistic independent financial advice to prospective and existing clients.
• Develop and enhance skills with the experienced team.
• Compile accurate investment reports reflecting client requirements and standards.
• Undertake regular fact-finding, presentations and service review meetings.
• Identify and develop new business opportunities and a sales pipeline.
• Follow up on enquiries to grow business prospects.
• Contribute to achieving the business plan and targets.

Skills

Networking

Presentation

Business development

Self-motivated

Client-focused

Engaging

Compassionate

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is a national financial advice firm seeking an Independent Financial Adviser within its Private Wealth division. You will deliver holistic financial guidance, compile investment reports, and build relationships with clients from varied professional backgrounds.

The role emphasises networking, presentations, and ongoing development, supported by a structured training programme and opportunities for Chartered status.