Financial Planning Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom Chase de Vere Full time

As a Financial Planning Specialist at Chase de Vere, you will play a vital role in helping our clients achieve their financial goals. With a strong focus on client-centric advice, you will work closely with our experienced team to develop and enhance your skills in financial planning.

Key Responsibilities:
  • Providing holistic financial advice to prospective and existing clients
  • Compiling accurate investment reports that reflect client requirements and meet our internal business standards

Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures. You will have the opportunity to work with a wide range of clients, each with their own unique financial goals and challenges.

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


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