Independent Financial Adviser

Swiss Life Group; Brechin; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial advisory firm is seeking an Independent Financial Adviser in Brechin to provide holistic financial advice and enhance client relationships. Key responsibilities include delivering tailored financial solutions, developing new business opportunities, and preparing investment reports. The ideal candidate must have a Level 4 Diploma in Regulated Financial Planning and strong networking skills. This role offers competitive salary, annual bonus, and numerous benefits including flexible working options and training support.

Benefits

25 days annual leave (increases to 30 days with service)

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

Wide range of voluntary flexible benefits

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme

Access to free mortgage service

Qualifications

• The Level 4 Diploma in Regulated Financial Planning is essential.
• Experience in networking and business development is beneficial.
• Must possess strong client-focused behaviors.

Responsibilities

• Provide holistic financial advice to clients.
• Compile accurate investment reports.
• Identify and develop new business opportunities.

Skills

Networking

Presentation skills

Business development skills

Self-motivated

Client-focused

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Independent Financial Adviser page is loaded## Independent Financial Adviserlocations: United Kingdom - Brechintime type: Full timeposted on: Posted 5 Days Agojob requisition id: R09943Chase 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," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.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 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 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 planBy joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:* 25 days annual leave (increases to 30 days with service) plus Bank Holidays* Contributory pension scheme* Life assurance – 4 x 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* The option to buy additional holiday days* Cycle to work Scheme* Paid volunteering days each year* Employee Assistance Programme with access to a 24/7 helpline* Access to our free mortgage service, through our internal mortgage team* Our Employee Forum and Diversity & Inclusion group* Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals **(Global Private Wealth Solutions)** and to international companies **(Global Employee Benefits Solutions)**. Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on