Private Wealth Independent Financial Adviser

Swiss Life; Exeter; Presencial; GBP 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Cycle to work Scheme

Volunteer days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion group

Company charity events

Descripción de la vacante

Chase de Vere, a national independent financial advice firm, is seeking a self-motivated Financial Adviser to join our Private Wealth division. You will provide holistic financial guidance to professional clients and build long-term client relationships.

The role requires the Level 4 Diploma in Regulated Financial Planning and strong networking, presentation and business development skills. You’ll develop investment reports, conduct fact-finding, and generate new business opportunities.

Formación

• Networking, presentation and business development skills are essential for success as an Independent Financial Adviser.
• Self-motivated, engaging, compassionate and client focused behaviours are key in this fast-paced industry.
• A passion and drive to succeed while delivering excellent client service are required.

Responsabilidades

• Work with the experienced team to develop and enhance your skills in financial advice.
• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports reflecting client requirements and internal standards.
• Undertake regular fact-finding, presentations and service review meetings with clients and identify new business opportunities.

Conocimientos

Networking

Presentation

Business development

Self-motivation

Client focus

Drive to succeed

Educación

Level 4 Diploma in Regulated Financial Planning

Descripción del empleo

Chase de Vere, a national independent financial advice firm, is seeking a self-motivated Financial Adviser to join our Private Wealth division. You will provide holistic financial guidance to professional clients and build long-term client relationships.

The role requires the Level 4 Diploma in Regulated Financial Planning and strong networking, presentation and business development skills. You’ll develop investment reports, conduct fact-finding, and generate new business opportunities.