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Associate Financial Adviser – Medical Clients

Locations -

Birmingham, Cambridge, London, Northern Ireland, Tyne & Wear

BEING AN INDEPENDENT FINANCIAL ADVISER AT CHASE DE VERE

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for associate advisers who aspire to become a leading financial adviser and thrive on making a positive impact on people’s lives. We work at pace but as one team.

THE ROLE

The purpose of this role is to work alongside our experienced team at Chase de Vere to develop your skills within financial advice and refine your knowledge of the British Medical Association (BMA) members and their financial requirements.

You will be focused and determined to become a qualified Financial Adviser and work alongside established professionals to obtain experience within our industry.

Working alongside our senior managers and experienced advisers, you will attend meetings with existing and prospective BMA clients and assist advisers in the preparation of financial advice. After a successful training period you will advise and manage your own client relationships independently.

This role specialises within our specialist Medical division working closely with BMA members at all levels across the NHS. Our clients are individuals of varying net worth value who are looking to plan in order to secure their financial futures.

WHAT'S IN IT FOR YOU?

If you’re the right kind of adviser to join us, you’ll find:

  • A company that wants you to be a success and will do everything we can to make it happen
  • A company that will invest heavily in your professional development and keep you at the leading edge of technology
  • A company that will give you the time to focus on advice and service, not get bogged down by administration
  • A company that will give you the freedom to do what’s best for your client

RESPONSIBILITIES

  • Providing holistic financial planning to prospective and existing clients
  • Organising seminars and presenting to BMA members at all levels across the NHS
  • Compiling accurate investment reports that reflect client requirements and meet internal business standards
  • Undertaking regular fact-finding, presentations and service review meetings with clients
  • Maintaining and ensuring client files are kept up to date
  • Striving to recognise new business opportunities
  • Following up on all enquiries in a timely manner
  • Generating a business pipeline level sufficient to meet your business targets
  • Ensuring on-going continuous professional development

Experience and Skills

  • Diploma Level 4 qualified
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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