Independent Financial Adviser

Swiss Life

Brechin, United Kingdom
Networking skills
Presentation skills
Business development skills
Chase de Vere helps clients achieve financial security and peace of mind for the future

Job Summary

  • Chase de Vere helps clients achieve financial security and peace of mind for the future.
  • The role involves providing holistic financial advice to clients and recognizing business development opportunities.
  • Employees are supported in their professional development and contributions are recognized.

Matching Summary

Chase de Vere helps clients achieve financial security and peace of mind for the future.

Skills & Requirements

Must-have

  • Networking skills
  • Presentation skills
  • Business development skills

Nice-to-have

  • Self-motivated
  • Client focused
  • Compassionate

Key Requirements

  • Level 4 Diploma in Regulated Financial Planning

Work Rights

Not specified

Tailored Resume

Cover Letter