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Financial Adviser

2 months ago

Edinburgh, Edinburgh, United Kingdom Chase de Vere Full time
About the Role

Chase de Vere Financial Advisers are renowned for their expertise, trustworthiness, and proactive approach. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.

We are seeking a Financial Adviser to cover the Scotland area, who will manage an established client bank, offering ongoing service to both existing and new clients.

Key Responsibilities
  • Develop and enhance your skills within financial advice, working closely with our experienced team
  • Provide holistic financial advice to prospective and existing clients, compiling accurate investment reports that reflect client requirements and meet our internal business standards
  • Undertake regular fact-finding, presentations, and service review meetings with clients, striving to recognise and develop new business opportunities
  • Follow up on all enquiries to further enhance your business prospects, generating a pipeline of business in order to meet your business plan
What's in it for You?

As well as a guaranteed salary, plus uncapped earning potential, you will also receive:

  • Contributory pension
  • 25 days holiday (increasing to 30 with length of service), plus bank holidays
  • Life Assurance
  • Comprehensive induction and training programme
  • Fully 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
  • 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
  • Free mortgage service available through our internal mortgage team
  • Employee Assistance Programme with access to a 24/7 helpline