Chase de Vere is a national, award‑winning independent financial advice firm established in 1969. We offer tailored, whole‑of‑market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident" and we empower our employees with the tools, support, and opportunities to thrive in their careers.
What you will need
* Level4 Diploma in Regulated Financial Planning – this qualification is essential.
* Networking, presentation and business‑development skills. While these can be developed with support from Senior Managers and the Competence & Development Team, prior experience is very helpful.
* Self‑motivated, engaging, compassionate and client‑focused behaviour.
* A passion and drive to succeed, while delivering the best possible service to our clients.
What your role will involve
* Working closely with our experienced team to develop and enhance your skills within financial advice.
* Providing holistic financial advice to prospective and existing 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.
* Generating a pipeline of business in order to meet your business plan.
Benefits
* Competitive salary with the opportunity to earn an annual bonus.
* 25 days annual leave (increases to 30 days with service) plus bank holidays.
* Contributory pension scheme.
* Life assurance – 4× annual salary.
* Comprehensive induction and training programme.
* Funded exams and paid study leave.
* A wide range of voluntary flexible benefits to suit your individual needs.
* Option to buy additional holiday days.
* Cycle‑to‑work scheme.
* Paid volunteering days each year.
* Employee Assistance Programme with 24/7 helpline access.
* Access to our free mortgage service through our internal mortgage team.
* Employee Forum and Diversity & Inclusion group.
* Local and company‑wide events in support of our company charities.
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