Details.
Join Chase de Vere's Private Wealth division, providing ongoing financial planning services to an existing and established client bank. The role includes regular client meetings, maintaining client files, working with operational teams to deliver positive client outcomes, providing management information, and undertaking continuous professional development while meeting professional and regulatory standards. Applicants need a track record in financial advice, a client-focused approach, good networking and presentation skills, self-motivation, compassion, passion and drive to succeed, and a Level 4 Diploma in Regulated Financial Planning. The role offers a progressive career, contributory pension, 25 days holiday increasing to 30 with length of service plus bank holidays, life assurance, comprehensive induction and training, fully funded exams and paid study leave, flexible benefits, the option to buy additional holiday, a cycle to work scheme, employee forums and diversity and inclusion groups, paid volunteering days, and an Employee Assistance Programme.