Private Client Adviser
Private Client Adviser
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Job Description
Chase de Vere is a national awardwinning independent financial advice firm established in 1969. We offer tailored wholeofmarket solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients be future confident which also means empowering our employees with the tools support and opportunities to thrive in their careers.
At Chase de Vere we value excellence integrity and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised and your contributions are recognised. If youre looking for a place where you can make a real impact and grow your career consider Chase de Vere. Together we help clients achieve financial security and peace of mind for the future.
Chase de Vere Financial Advisers are known for being knowledgeable trustworthy and proactive. They listen advise and work diligently to help clients plan a financial future that suits their needs.
Due to the companys continued growth we are introducing a new Private Client Adviser role. This will involve providing an ongoing service to an existing and established client bank within Chase de Vere.
Successful candidates will be able to demonstrate a track record in financial advice whilst delivering the best possible service to our clients.
WHAT YOU WILL NEED
- Client focused in order to deliver an excellent service and positive outcomes
- Good networking and presentation skills
- Selfmotivated engaging and compassionate
- Passion and drive to succeed
- Level 4 Diploma in Regulated Financial Planning
WHAT YOUR ROLE WILL INVOLVE
This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.
Your daytoday role
- Client Service: Provide ongoing financial planning services to existing clients ensuring excellent service and regular meetings.
- Professional Standards: Adhere to Chase de Veres 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.
By joining Chase de Vere youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
Alongside a competitive salary with the opportunity to earn an annual bonus we also provide the below benefits:
25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities
Required Experience:
Unclear Seniority
Employment Type
Full-Time
