Independent Financial Adviser Job at Chase de Vere

Independent Financial Adviser

Location

United Kingdom , Leeds

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma qualified in financial planning (ideally chartered, or working towards Chartered status)
Committed to continuous professional development, always keeping your CPD logs and training up to date
Proven experience in financial planning—independent, restricted, or corporate—demonstrating your ability to deliver outstanding advice
Capacity for new client development and great willingness to self develop in this space as key part of your role in supporting AL’s impressive growth
Flexibility and a growth mindset to continuously support AL during high growth nationwide
Exceptional integrity and interpersonal communication skills both internally and externally
A track record of achieving challenging new client development goals in a regulated environment, with the drive to win and nurture recurring revenue too
Confident with back-office systems and meticulous in your attention to detail
Satisfactory Fit & Proper status, confirmed through Ascot Lloyd’s annual assessment—integrity is at the heart of everything you do.

Job Responsibility

Be the face of Ascot Lloyd, actively promoting AL services, products and living our values in every conversation
Achieve revenue targets and fuelling Ascot Lloyd’s growth—through both client retention and new business—while always putting clients first
Deliver holistic financial advice that helps clients realise their goals and secure their futures
Build lasting partnerships through regular reviews, always adapting solutions to meet clients’ evolving needs
Forge strategic alliances with professional connections, opening doors to new opportunities and relationships
Champion a culture of referrals, turning every client interaction into a chance to grow your network
Organically grow client relationships, identifying fresh opportunities and responding to the ever-changing business environment.

What we offer

Generous pension
private medical
life assurance
critical illness cover
electric car salary sacrifice
paid time off for celebrations and volunteering
market competitive compensation
performance bonuses
longer-term incentives
Adviser Equity Programme

Independent Financial Adviser

My client is currently looking for an experienced or Trainee Financial Adviser t...

Location

United Kingdom , Penrith

Salary:

50000.00 - 70000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 30, 2026

Requirements

A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
Able and willing to travel regionally to accommodate client facing appointments

Job Responsibility

Take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice
As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients
You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region

What we offer

Competitive starting salary, bonus structure and package
Flexible working, with structured career and professional development initiatives

Fulltime

Independent Financial Adviser

Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers liste...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Level 4 Diploma in Regulated Financial Planning
Networking, presentation and business development skills
Self-motivated, engaging, compassionate and client focused
Passion and drive to succeed

Job Responsibility

Working closely with our experienced team to develop and enhance your skills within financial advice
Providing holistic financial advice to prospective and existing clients
Compiling accurate investment reports that reflect client requirements and meet our internal business standards
Undertaking regular fact-finding, presentations and service review meetings with clients
Striving to recognise and develop new business opportunities
Following up on all enquiries to further enhance your business prospects
Generating a pipeline of business in order to meet your business plan

What we offer

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

Independent Financial Adviser

Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers liste...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

The Level 4 Diploma in Regulated Financial Planning
Networking, presentation and business development skills
Self-motivated, engaging, compassionate and client focused
The passion and drive to succeed

Job Responsibility

Working closely with our experienced team to develop and enhance your skills within financial advice
Providing holistic financial advice to prospective and existing clients
Compiling accurate investment reports that reflect client requirements and meet our internal business standards
Undertaking regular fact-finding, presentations and service review meetings with clients
Striving to recognise and develop new business opportunities
Following up on all enquiries to further enhance your business prospects
Generating a pipeline of business in order to meet your business plan

What we offer

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

Independent Financial Adviser (Self-Employed)

Our client is an established financial services network offering a whole-of-mark...

Location

United Kingdom

Salary:

Not provided

Placing Faces

Expiration Date

Until further notice

Requirements

Competent Adviser Status (CAS)
Level 4 Diploma in Financial Planning
Proven experience in financial services
Existing client bank or strong business plan for self-generation
Self-motivated with the ability to work independently

Job Responsibility

Provide holistic, whole-of-market financial advice to clients
Build and manage your own client bank
Generate new business through self-sourcing or referrals
Maintain compliance with regulatory standards
Manage client relationships and ongoing servicing
Option to advise on mortgage business if desired

What we offer

Fully remote, flexible working with no set hours or targets
Non-target-driven environment with minimal oversight
Full compliance, PI cover, and regulatory support provided
Freedom to choose your own systems and platforms
Access to relationship manager for business growth support
No cost for back-office system

Fulltime

Trainee Financial Adviser

As a Trainee Adviser, you would be working as part of a productive, high perform...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Experience within Private Independent Wealth Management
Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings
Technical ability to understand the different types of advice offered in the TPO proposition
As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
Ambitious and goal-orientated
An adaptable and flexible approach to work within a changing environment
Experience of working unsupervised with a high level of self-motivation
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Ability to take control and drive your own development and study time

Job Responsibility

Prepare background notes on clients in preparation for meetings
Prepare meeting presentation power point slides
Engage clients with TPO Wealth, liaising with TPO Wealth support
Updating client information, in particular, updating asset and income schedules
Other background work requested by Advisers
Attending meetings and taking notes inline with TPO best practice
Preparing follow up communication/agreed actions for clients
Submitting handovers to our administrative team and following the client journey in line with best practice
Submitting briefing notes
Producing CAP and SA letters on behalf of authorised Advisers

What we offer

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

Fulltime

Trainee Financial Adviser

Location

United Kingdom , Bath

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Experience within Private Independent Wealth Management
Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings
Technical ability to understand the different types of advice offered in the TPO proposition
As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
Ambitious and goal-orientated
An adaptable and flexible approach to work within a changing environment
Experience of working unsupervised with a high level of self-motivation
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Ability to take control and drive your own development and study time

Job Responsibility

Prepare background notes on clients in preparation for meetings
Prepare meeting presentation power point slides
Engage clients with TPO Wealth, liaising with TPO Wealth support
Updating client information, in particular, updating asset and income schedules
Other background work requested by Advisers (i.e. policy information, FE graphs, administrative requirements)
Attending meetings and taking notes inline with TPO best practice
Preparing follow up communication/agreed actions for clients
Submitting handovers to our administrative team and following the client journey in line with best practice
Submitting briefing notes
Producing CAP and SA letters on behalf of authorised Advisers

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Company Pension scheme
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme

Fulltime

Graduate Financial Adviser

Our graduate programme offers a clear pathway to becoming a Financial Adviser, e...

Location

United Kingdom , London

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
Strong multitasker with the ability to prioritise 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 London

What we offer

Extensive support from day one
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 over 18 months

Fulltime

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