Private Wealth Independent Financial Adviser

Independent Financial Advisers Limited; Exeter; Presencial; GBP 42.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Contributory pension

25 days holiday (increasing to 30 with

Life Assurance

Comprehensive induction and training

Fully funded exams and paid study leav

Flexible benefits package

Additional holiday days option

Cycle to work scheme

Employee Forum and D&I groups

Annual company charity event

Volunteer days

Mortgage service via internal team

Employee Assistance Programme 24/7 hel

Descripción de la vacante

Chase de Vere Financial Advisers, operating within the Independent Financial Advisers sector in the UK, seeks a proactive adviser within its Private Wealth division. Role focuses on holistic financial planning for professionals at various career stages, with strong emphasis on business development and client satisfaction.

Candidates should hold the Level 4 Diploma in Regulated Financial Planning and be prepared to build a reliable client pipeline while delivering independent financial advice of

Formación

• The Level 4 Diploma in Regulated Financial Planning is essential for advising clients.
• Networking, presentation and business development skills are important for success.
• Self-motivated, client-focused professionals thrive in this fast-paced industry.

Responsabilidades

• Develop and enhance skills within financial advice with an experienced team.
• Provide holistic financial advice to prospective and existing clients.
• Compile accurate investment reports reflecting client requirements and standards.
• Conduct regular fact-finding, presentations and service review meetings with clients.
• Identify and develop new business opportunities and follow up enquiries.
• Build a pipeline to meet business plans.

Conocimientos

Networking

Presentation

Business development

Educación

Level 4 Diploma in Regulated Financial Planning

Descripción del empleo

Chase de Vere Financial Advisers, operating within the Independent Financial Advisers sector in the UK, seeks a proactive adviser within its Private Wealth division. Role focuses on holistic financial planning for professionals at various career stages, with strong emphasis on business development and client satisfaction.

Candidates should hold the Level 4 Diploma in Regulated Financial Planning and be prepared to build a reliable client pipeline while delivering independent financial advice of