Graduate Financial Adviser Job at Chase de Vere (London)

Entry Level Financial Advisor

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory
The ability to work under pressure and remain composed
A fast-learning ability to adapt to the vibrant environment
Meticulous attention to detail to ensure accuracy in all tasks
Strong problem-solving skills to tackle challenges head-on
Excellent time management skills to meet deadlines
Comfortable with numbers, as you will be working with financial data regularly
A genuine desire to learn, develop, and progress within the Financial Services sector

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Chelmsford

Salary:

26000.00 - 27000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Serving as the primary point of contact for Self-employed Advisers regarding fund and portfolio enquiries
Welcoming clients and ensuring a positive experience during Adviser meetings

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans

Fulltime

New

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

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...

Location

United States , Lisle

Salary:

18.70 - 24.52 USD / Hour

Adtalem Global Education

Expiration Date

Until further notice

Requirements

Bachelor's Degree Required
2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
Outstanding customer service skills
Ability to work a variety of office hours including evenings and weekends
Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
Ability to work independently and make sound decisions with minimal supervision and direction
Must be a self-starter with the ability to prioritize effectively
Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
Experience with Student Information Systems a plus
Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)

Job Responsibility

Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
Partner with the Student Support Liaison to provide coordinated support for students
Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
Provides financial advising throughout the student lifecycle
Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
Maintain a thorough understanding of all Title IV and academic programs, policies and procedures including institutional policies, federal, and state regulations
Assist and engage students through a variety of communication
Identify opportunities and implement process and technology solutions that enhance the student retention journey
Collaborates with other departments and functional areas to deliver an optimal student experience

What we offer

Health, dental, vision, life and disability insurance
401k Retirement Program + 6% employer match
15 Days of Paid Vacation Days each Calendar Year
12 Paid Holidays + 2 floating holidays

Fulltime

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...

Location

United States , Phoenix

Salary:

18.70 - 24.52 USD / Hour

Adtalem Global Education

Expiration Date

Until further notice

Requirements

Bachelor's Degree Required
2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
Outstanding customer service skills
Ability to work a variety of office hours including evenings and weekends
Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
Ability to work independently and make sound decisions with minimal supervision and direction
Must be a self-starter with the ability to prioritize effectively
Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
Experience with Student Information Systems a plus
Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)

Job Responsibility

Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
Partner with the Student Support Liaison to provide coordinated support for students
Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
Provides financial advising throughout the student lifecycle
Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
Maintain a thorough understanding of all Title IV and academic programs, policies and procedures
Assist and engage students through a variety of communication
Identify opportunities and implement process and technology solutions that enhance the student retention journey
Collaborates with other departments and functional areas to deliver an optimal student experience

What we offer

Health, dental, vision, life and disability insurance
401k Retirement Program + 6% employer match
15 Days of Paid Vacation Days each Calendar Year
12 Paid Holidays + 2 floating holidays

Fulltime

Advising and Retention Specialist

The Advising and Retention Specialist role is responsible for promoting student ...

Location

United States , Vienna

Salary:

18.70 - 24.52 USD / Hour

Adtalem Global Education

Expiration Date

Until further notice

Requirements

Bachelor's Degree Required
2+ years of experience in customer service, academic advising, financial aid advising, higher education or related experience Preferred
Outstanding customer service skills
Ability to work a variety of office hours including evenings and weekends
Demonstrates a high level of interpersonal, problem-solving, and communication skills, with superior written and verbal abilities
Ability to work independently and make sound decisions with minimal supervision and direction
Must be a self-starter with the ability to prioritize effectively
Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot)
Experience with Student Information Systems a plus
Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)

Job Responsibility

Assist students with appropriate course registration and ensure students understand degree and practicum application requirements
Advocates for students’ academic, financial, and healthcare compliance advising needs to support successful enrollment, engagement, and completion of educational goals
Partner with the Student Support Liaison to provide coordinated support for students
Advise students on university policies and procedures, self-service tools, program requirements, and related academic, financial aid, and healthcare compliance/practicum matters
Provides financial advising throughout the student lifecycle
Utilize appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
Maintain a thorough understanding of all Title IV and academic programs, policies and procedures including institutional policies, federal, and state regulations
Assist and engage students through a variety of communication
Identify opportunities and implement process and technology solutions that enhance the student retention journey
Collaborates with other departments and functional areas to deliver an optimal student experience

What we offer

Health, dental, vision, life and disability insurance
401k Retirement Program + 6% employer match
15 Days of Paid Vacation Days each Calendar Year
12 Paid Holidays + 2 floating holidays

Fulltime

New

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

Graduate Financial Adviser

Chase de Vere

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
March 21, 2026

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