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Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. 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.
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
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
Nice to have:
Any experience in networking, presentation and business development skills
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
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