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Personal Financial Adviser

2 months ago

Cambridge, Cambridgeshire, United Kingdom Chase de Vere Full time
About the Role

As a Financial Planning Specialist at Chase de Vere, you will play a vital role in helping our clients achieve their financial goals. We are seeking a highly motivated and client-focused individual to join our team of experienced financial advisers.

Key Responsibilities
  • Provide holistic financial advice to prospective and existing clients, taking into account their individual needs and circumstances.
  • Compile accurate investment reports that reflect client requirements and meet our internal business standards.
  • Work closely with our experienced team to develop and enhance your skills within financial advice.
What We Offer
  • A guaranteed basic salary with the opportunity to earn excellent performance-related bonuses.
  • 25 days holiday (increasing to 30 with length of service), plus bank holidays.
  • The option to buy additional holiday days.
  • Hybrid working.
  • Contributory pension scheme.
  • Life Assurance.
  • Fully funded exams and paid study leave.
  • Comprehensive induction and training programme.
  • A wide range of voluntary flexible benefits to suit your individual needs.
  • Cycle to work scheme.
  • Employee Forum and Diversity and Inclusion groups.
  • 2 paid volunteering days each year, to support your local community.
  • Complementary mortgage service available through our internal mortgage team.
  • Employee Assistance Programme with access to a 24/7 helpline.
About Us

Chase de Vere is one of the largest independent financial advisory firms in the UK. We pride ourselves on our commitment to providing exceptional client service and our expertise in financial planning.