Private Wealth Independent Financial Adviser

Company: Swiss Life
Apply for the Private Wealth Independent Financial Adviser
Location: Exeter
Job Description:

Chase de Vere, a national independent financial advice firm, is seeking a self-motivated Financial Adviser to join our Private Wealth division. You will provide holistic financial guidance to professional clients and build long-term client relationships.

The role requires the Level 4 Diploma in Regulated Financial Planning and strong networking, presentation and business development skills. You’ll develop investment reports, conduct fact-finding, and generate new business opportunities.

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Posted: October 15th, 2026