Private Client Wealth Adviser - Ongoing Planning & Service

Chase de Vere is seeking a Private Client Adviser to join our national wealth management team in the UK. You will provide ongoing financial planning services to an established client bank and deliver excellent client outcomes.

Working within our Private Wealth division, you will maintain regulatory standards, conduct client meetings, and collaborate with operations to support business initiatives. A Level 4 Diploma in Regulated Financial Planning is required, with a competitive salary and bonus