Independent Financial Adviser Job at Chase de Vere

Independent Financial Adviser

Are you an experienced Financial Adviser looking for a self-employed partnership...

Location

United Kingdom , Leicester

Salary:

51000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

June 25, 2026

Requirements

Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice
Chartered or working towards Chartered status is highly desirable
Experienced advisers with strong client-facing skills and the ability to grow their business
Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support

Job Responsibility

Manage an established client bank with approximately £18 million in assets under management
Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning
Build new business through a mix of company-generated leads, referrals, and self-sourced clients
Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery

What we offer

Generous new business splits
Year one: all support costs covered
from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees
Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators)
Clear path to Chartered status with dedicated development and mentoring support

Fulltime

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 (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

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

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

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Independent Financial Adviser

Chase de Vere

Location:

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 13, 2026

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Independent Financial Adviser

Chase de Vere

Location:

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:February 13, 2026

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Job Posted:
February 13, 2026