Independent Financial Adviser, Dundee

Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them.

Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification. It is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice. This doesn’t happen overnight. This takes time, patience and dedication. Our team at Chase de Vere have the expertise and experience to enable you to achieve your aspirations.

What your role will involve This role specialises within our expert Private Wealth division. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.

Your day-to-day role

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

What you will need

The Level 4 Diploma in Regulated Financial Planning. You can’t advise without this qualification, so it is an essential requirement when considering this role.

Networking, presentation and business development skills are central to being a successful Independent Financial Adviser. Our Senior Managers and Competence and Development Team will support you to develop these skills but if you have any experience in these areas it can be really helpful.

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.

What’s in it for you By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Contributory pension

25 days holiday (increasing to 30 with length of service), plus bank holidays

Life Assurance

Comprehensive induction and training programme

Fully funded exams and paid study leave

A wide range of voluntary flexible benefits to suit your individual needs

The option to buy additional holiday days

Cycle to work scheme

Our Employee Forum and Diversity and Inclusion groups.

A business-wide annual event in support of our company charities

Paid volunteering days each year, to support your local community

Free mortgage service available through our internal mortgage team

Employee Assistance Programme with access to a 24/7 helpline

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