Independent Financial Adviser Job at Chase de Vere

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

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Teamwork and collaboration skills
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

Job Responsibility

Researching, analysing market trends and report writing
Working closely with financial advisers and client support teams to deliver advice and provide ongoing services
Preparing recommendations
Reviewing clients’ finances on an annual basis
Assessing exposure to risk
Updating financial strategy to reflect changing circumstances
Conducting research on clients’ financial planning arrangements
Undertaking investment portfolio analysis, including asset allocation analysis
Compiling investment, pension and protection illustrations, projections and associated documentation
Writing technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
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
Two paid volunteering days each year, to support your local community

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

New