Private Client Advisor

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 company’s 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
• Self-motivated, 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 day-to-day role:

• Client Service: Provide ongoing financial planning services to existing clients ensuring excellent service and regular meetings.
• Professional Standards: Adhere to Chase de Vere’s 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.

WHAT’S IN IT FOR YOU?

As well as a competitive salary and a generous bonus scheme 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