Graduate Financial Adviser Job at Chase de Vere (London)

Graduate Financial Adviser

Graduate programme offering a clear pathway to becoming a Financial Adviser. Emp...

Location

United Kingdom , Glasgow

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A recent graduate (2025 or due to graduate in 2026) with a strong academic record (2:1) in any field
Excellent communication and interpersonal skills
Ability to work both independently and collaboratively
Strong analytical and problem-solving abilities
Keen to take ownership from an early stage
Committed to providing excellent client service at all times
A strong multitasker with the ability to prioritise your time to studying and working simultaneously
Must have the legal right to work in the UK
Must be available week commencing 4th May 2026 for an assessment centre in Glasgow

What we offer

Comprehensive induction program
Continuous on-the-job training
Regular guidance from a Graduate Mentor
Gain valuable insights and experience with operations and paraplanning teams
Complete Level 4 Diploma in Regulated Financial Planning

Fulltime

Financial Planning Graduate

This 3-year rotational graduate scheme is designed to fast-track development by ...

Location

United Kingdom , London

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

A strong academic background (at least a 2:1 degree in any subject)
A genuine interest in a career in financial planning and wealth management
Excellent communication and interpersonal skills
Strong organisational ability and attention to detail
A proactive and collaborative mindset
Willingness to travel between offices (Leeds and London) when needed

Job Responsibility

Rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams
Build technical knowledge in a more analytical and research-driven role
Work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations
Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Financial Planning Graduate

This 3-year rotational graduate scheme is designed to fast-track development tow...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

A strong academic background (at least a 2:1 degree in any subject)
A genuine interest in a career in financial planning and wealth management
Excellent communication and interpersonal skills
Strong organisational ability and attention to detail
A proactive and collaborative mindset
Willingness to travel between offices (Leeds and London) when needed

Job Responsibility

Rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams
Build technical knowledge in a more analytical and research-driven role
Work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations
Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

RN – Navigator – Patient and Family (Neurosurgery)

Serves as a patient advocate, liaison, and adviser/educator to assist patients w...

Location

United States , Hollywood

Salary:

Not provided

Memorial Healthcare System

Expiration Date

Until further notice

Requirements

Accredited Program
BLS American Heart E-Card (BLS AHA ECARD) - American Heart Association
BLS Cert American Heart_non ecard (BLS AHA) - American Heart Association
BLS Certification Grace (BLS GRACE) - Employee Grace Period for Essential Credential
BLS Cert Red Cross (BLS RC) - Red Cross
Registered Nurse Compact License (RN LICENSE COMPACT) - Compact RN Multistate
Registered Nurse License (RN LICENSE) - State of Florida
One (1) year of experience in related field
Graduate of an accredited registered/Professional Nursing Program or MSW degree
Radiation Therapy license required if working in Radiation Oncology department

Job Responsibility

Provides emotional support, counseling, clinical education and expert guidance to patients and families to promote their ability to understand and meaningfully participate in the healthcare process and personal decision-making
Assists patients and families with resolving financial, psychosocial, functional, and administrative issues by advising of options and referring to appropriate resources
Intervenes as appropriate to advocate for patient and family
Continuously reviews and evaluates patient progress as outlined within the plan of care
Communicates plan of care to patient and family and solicits concerns, questions, and issues for resolution
Serves as a liaison between patient and clinical staff, administration, physicians, and community/external resources to coordinate/maximize resources and identify/resolve barriers to the plan of care
May collect and assess data to identify quality trends or actual sources of risks to patients and employees
Collaborates with multidisciplinary team and committees with respect to quality outcomes

Fulltime

Rn Navigator - Patient And Family

Serves as a patient advocate, liaison, and adviser/educator to assist patients w...

Location

United States , Hollywood

Salary:

Not provided

Memorial Healthcare System

Expiration Date

Until further notice

Requirements

Accredited Program
BLS American Heart E-Card (BLS AHA ECARD) - American Heart Association
BLS American Heart RQI E-Card (BLS AHA-RQI ECARD) - American Heart Association
BLS Cert American Heart_non ecard (BLS AHA) - American Heart Association
BLS Certification Grace (BLS GRACE) - Employee Grace Period for Essential Credential
BLS Cert Red Cross (BLS RC) - Red Cross
Registered Nurse Compact License (RN LICENSE COMPACT) - Compact RN Multistate
Registered Nurse License (RN LICENSE) - State of Florida
One (1) year of experience in related field
Graduate of an accredited registered/Professional Nursing Program or MSW degree

Job Responsibility

Serves as a patient advocate, liaison, and adviser/educator to assist patients with navigating the continuum of care
Serves as a liaison between patient and clinical staff, administration, physicians, and community/external resources to coordinate/maximize resources and identify/resolve barriers to the plan of care
Provides emotional support, counseling, clinical education and expert guidance to patients and families to promote their ability to understand and meaningfully participate in the healthcare process and personal decision-making
Assists patients and families with resolving financial, psychosocial, functional, and administrative issues by advising of options and referring to appropriate resources
Intervenes as appropriate to advocate for patient and family
Continuously reviews and evaluates patient progress as outlined within the plan of care
Communicates plan of care to patient and family and solicits concerns, questions, and issues for resolution
May collect and assess data to identify quality trends or actual sources of risks to patients and employees
Collaborates with multidisciplinary team and committees with respect to quality outcomes

Fulltime

Senior Counselor, Enrollment, Graduate, Online, Adult, & Transfer

The Graduate, Online, Adult, and Transfer Senior Enrollment Counselor serves as ...

Location

United States , Richmond

Salary:

Not provided

Eastern Kentucky University

Expiration Date

Until further notice

Requirements

Bachelor's degree in Higher Education, Business, Marketing, Communications, or a related field
Minimum two years of experience in higher education admissions, student recruitment, advising, or enrollment management

Job Responsibility

Serves as the primary contact for graduate, online, adult, and transfer students, providing guidance on academic programs, admissions requirements, and financial aid options
Assists prospective students in completing the application, transfer credit evaluation, and enrollment process
Conducts one-on-one advising sessions (in-person, virtual, and phone) to support students in their decision-making process
Works closely with the Marketing & Engagement team to develop targeted messaging and outreach strategies for nontraditional learners
Provides detailed application support, ensuring students understand program-specific admission requirements and deadlines
Assists transfer students in evaluating prior coursework and navigating credit transfer processes
Collaborates with academic departments to ensure seamless transitions and clear degree pathways for transfer and graduate students
Leverages Technolutions Slate or other CRM platforms to manage student inquiries, track engagement, and personalize outreach efforts
Implements automation workflows, email sequences, and follow-up campaigns to nurture prospective students throughout the enrollment funnel
Monitors CRM analytics to assess outreach effectiveness, refine recruitment strategies, and improve student engagement

Fulltime

Counselor, Enrollment

The Graduate, Online, Adult, and Transfer Enrollment Counselor serves as a dedic...

Location

United States , Richmond

Salary:

Not provided

Eastern Kentucky University

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Higher Education, Business, Marketing, Communications, or a related field
Master’s degree preferred in Student Affairs, Higher Education Administration, or Enrollment Management
Minimum two years of experience in higher education admissions, student recruitment, advising, or enrollment management
Experience working with graduate, online, transfer, or adult student populations preferred
Strong understanding of CRM-driven engagement, transfer credit evaluation, and online learning enrollment processes

Job Responsibility

Serves as the primary contact for graduate, online, adult, and transfer students, providing guidance on academic programs, admissions requirements, and financial aid options
Assists prospective students in completing the application, transfer credit evaluation, and enrollment process
Conducts one-on-one advising sessions (in-person, virtual, and phone) to support students in their decision-making process
Works closely with the Marketing & Engagement team to develop targeted messaging and outreach strategies for nontraditional learners
Provides detailed application support, ensuring students understand program-specific admission requirements and deadlines
Assists transfer students in evaluating prior coursework and navigating credit transfer processes
Collaborates with academic departments to ensure seamless transitions and clear degree pathways for transfer and graduate students
Leverages Technolutions Slate or other CRM platforms to manage student inquiries, track engagement, and personalize outreach efforts
Implements automation workflows, email sequences, and follow-up campaigns to nurture prospective students throughout the enrollment funnel
Monitors CRM analytics to assess outreach effectiveness, refine recruitment strategies, and improve student engagement

Fulltime

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Graduate Financial Adviser

Job Description

Requirements

What we offer

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