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Associate Financial Adviser

Locations -

Cambridge, Glasgow

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

You will work closely with an experienced adviser and our professional development and training team to further enhance your skills enabling you to become a successful financial adviser at Chase de Vere.

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.

 

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 clients

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

  • Diploma Level 4 qualified as a minimum
  • 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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