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Associate Financial Adviser – 121 Adviser Support

Locations -

London

BEING AN ASSOCIATE INDEPENDENT FINANCIAL ADVISER AT CHASE DE VERE

We currently have an excellent opportunity for a London based Associate Adviser to work closely with one of our experienced advisers.

We are looking for advisers who thrive on making a positive impact on people’s lives. We work at pace but as one team.

WHAT’S IN IT FOR YOU?

We know how competitive the market is right now so why choose our vacancy over one of our competitors?

As an Associate Adviser at Chase de Vere, we want to offer you the best possible start to your career in financial advice. This includes providing you with a portfolio of clients to work with and the opportunity to learn from the best in the business.

  • You will inherit 25 clients from one of our leading advisers who has 22 years’ experience advising at Chase de Vere
  • Your supporting adviser will be a key source of industry knowledge having achieved both Fellow and Chartered status, alongside a track record of supporting our new advisers as they begin their journey within financial advice
  • You will learn from one of the best in the business and it goes without saying that your supporting adviser’s professional focus is, and always has been, to ensure their clients have the financial security to achieve their goals
  • Your supporting adviser is consistently being ranked as one of our top ten advisers based on Trust Pilot Feedback so you will be exposed to activities that will help you build your professional brand and online presence
  • We are confident that this leading adviser has all the skills to guide and support you to meet your career aspirations
  • Alongside the support and guidance you will receive from your senior adviser, we offer a comprehensive induction programme and bespoke training plans to meet your needs as a professional. You aren’t another cog in the wheel here at Chase de Vere, you are a valued member of our team.
  • You aren’t competing for this client bank. If you are successful, these clients are yours and your career in financial advice can truly begin.

THE ROLE

You will provide holistic Independent Financial Advice to private individuals.

You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

Your clients will be people who are looking to plan in order to secure their financial futures and who will benefit from your expert advice.

For all at Chase de Vere, financial advice is not just a job, it is a vocation. The successful associate must demonstrate this passion and drive to continuously do the right thing based on our clients’ requirements and show ‘out of the box’ thinking to build upon your initial client bank.

Responsibilities

  • Compile accurate planning reports that reflect client requirements and meet our internal quality standards
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Maintain and ensure client information is kept up-to-date
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Ensure on-going continuous professional development
  • Always put your clients first

EXPERIENCE & SKILLS

  • Be Reliable
  • Diploma Level 4 qualified as a minimum
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets
  • Think Independently
  • Create Confidence

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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