Financial Services Professional
3 weeks ago
At Chase de Vere, we're dedicated to providing exceptional financial guidance to our clients. As a Financial Adviser, you'll play a vital role in helping individuals and families achieve their long-term financial goals.
As a key member of our team, you'll be responsible for managing an established client base, providing ongoing service to both existing and new clients. This will involve developing and implementing tailored financial plans, offering expert advice on investments, pensions, and other financial products.
To succeed in this role, you'll need:
- A Level 4 Diploma in Regulated Financial Planning
- The ability to grow your business through effective networking and presentation skills
- Self-motivation, engagement, and a compassionate approach to client relationships
- A client-focused mindset to deliver exceptional service
- Passion and drive to succeed in a dynamic and fast-paced environment
In return for your expertise and dedication, you'll enjoy a competitive salary, plus uncapped earning potential. You'll also benefit from:
- A contributory pension scheme
- 25 days' holiday (increasing to 30 with length of service), plus bank holidays
- Life assurance
- A comprehensive induction and training program
- Fully funded exams and paid study leave
- A range of voluntary flexible benefits to suit your individual needs
- The option to purchase additional holiday days
- A cycle-to-work scheme
- Our Employee Forum and Diversity and Inclusion groups
- A business-wide annual event in support of our company charities
- Paid volunteering days each year, to support your local community
- A free mortgage service available through our internal mortgage team
- An Employee Assistance Program with access to a 24/7 helpline
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Financial Services Professional
4 days ago
Scotland, United Kingdom Chase de Vere Full timeUnlock Your Potential with Chase de VereAs a Financial Adviser with Chase de Vere, you will be part of a dynamic team that is dedicated to helping clients achieve their financial goals. Our team is known for being knowledgeable, trustworthy, and proactive, and we are looking for like-minded individuals to join us in Scotland.What We OfferAs a Financial...
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Financial Services Professional
4 days ago
Scotland, United Kingdom Chase de Vere Full timeUnlock Your Potential with Chase de VereAs a Financial Adviser with Chase de Vere, you will be part of a dynamic team that is dedicated to helping clients achieve their financial goals. Our team is known for being knowledgeable, trustworthy, and proactive, and we are looking for like-minded individuals to join us in Scotland.What We OfferAs a Financial...
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Financial Services Professional
3 weeks ago
Scotland, United Kingdom Chase de Vere Full timeAt Chase de Vere, we're seeking a skilled Financial Adviser to join our team in Scotland. As a key member of our team, you'll be responsible for managing an established client bank, providing ongoing service to both existing and new clients.Key Responsibilities:Develop and implement financial plans to meet clients' needs and goalsBuild and maintain strong...
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Financial Services Professional
3 weeks ago
Scotland, United Kingdom Chase de Vere Full timeAt Chase de Vere, we're seeking a skilled Financial Adviser to join our team in Scotland. As a key member of our team, you'll be responsible for managing an established client bank, providing ongoing service to both existing and new clients.Key Responsibilities:Develop and implement financial plans to meet clients' needs and goalsBuild and maintain strong...
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