FINANCIAL ADVISERS: Chase De Vere
This role will suit grafters and self-starters who can integrate well with a team and want to make a difference. Chase De Vere is a friendly, happy organisation that’s passsionate about its brand, and is an equal opportunities employer. candidates with relevant qualifications or experience should visit the website for further information about this role.
Position: Financial Advisers
Location: Bath
Hours: Full Time
Salary Guide: £20,000 – £30,000
Last Updated: 26 May 2025
Job Category: Financial Services
Financial Adviser Role:
Providing strategic advice across a variety of financial products and services. Assessing clients overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision.
Other Duties:
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess clients overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industrys trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
