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Associate Independent Financial Adviser – Glasgow

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Associate Independent Financial Adviser

Are you ready to take the next leap forward in your career as a Financial Adviser? We are actively seeking individuals who hold a Level 4 Diploma qualification (or its equivalent) and have some experience working in financial advice.

This role will be desk based in our Glasgow office, and advice will be given through digital channels to both existing and prospective clients. This opportunity is ideal for either someone who is starting out in their career as an Adviser or is seeking a new challenge.

To be successful you will need excellent interpersonal skills, previous experience of working directly with clients, and have a strong desire to grow within a supportive environment.  If this sounds like you then we need to talk.

We understand that being a Financial Adviser entails more than just having the necessary qualifications. It’s about building your confidence and recognising the importance of providing truly independent financial advice, whilst always ensuring positive outcomes for our clients. This takes time, patience, and unwavering dedication. At Chase de Vere, our team will support you with expertise and experience to guide you towards achieving your goals and aspirations.


  • Level 4 Diploma in Regulated Financial Planning.
  • To be self-motivated, engaging, compassionate and client focused are some of the behaviours and qualities that you will need to succeed in this fast paced, rewarding industry.
  • The passion and drive to succeed, while delivering the best possible service to our clients.


  • The opportunity to provide independent advice to both existing and new 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
  • You will receive a comprehensive tailored training and support program to help you achieve ‘Competent Adviser Status’ which encompasses technical expertise and soft skills training


By joining Chase de Vere, you’ll be a part of one of the largest independent financial advisory firms in the UK.  Backed by Swiss Life, this gives you the opportunity to have a progressive career in a  nurturing culture, which will make you feel part of something special.

  • A guaranteed basic salary with the opportunity to earn excellent performance related bonuses
  • 25 days holiday (increasing to 30 with length of service), plus bank holidays
  • The option to buy additional holiday days
  • Hybrid working
  • Contributory pension scheme
  • Life Assurance
  • Fully funded exams and paid study leave
  • Comprehensive induction and training programme
  • A wide range of voluntary flexible benefits to suit your individual needs
  • Cycle to work scheme
  • Employee Forum and Diversity and Inclusion groups
  • Fully funded annual 2 day conference in Manchester
  • 2 paid volunteering days each year, to support your local community
  • Complementary mortgage service available through our internal mortgage team
  • Employee Assistance Programme with access to a 24/7 helpline

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