Glasgow, Scotland, United Kingdom · On-site
Chase 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 purpos…
Skills: Client Focused, Networking, Presentation Skills, Self-Motivated, Engaging
Roubaix, Hauts-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Health Insurance, Client Relationship Management, Contract Management, Regulatory Compliance, Data Entry
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Python, Snowflake, Tableau, Data Quality Analysis, Datamart Management
Roubaix, Hauts-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Non-Automotive Claims Management, IRSI Conventions, GED (Electronic Document Management), Customer Relationship Management, Fraud Detection
Luxembourg, Luxembourg · Hybrid
Join our team. Your future starts here. Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers. Within the Group’s International Division and with its two business line…
Skills: HR Administration, Payroll Preparation, Employee Benefits Administration, Onboarding, Internal Communication
Bath, England, United Kingdom · On-site
Chase 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 purpos…
Skills: Financial Planning, Client Relationship Management, Networking, Presentation Skills, Regulated Financial Planning
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Audit Techniques, Data Processing, SAS, Excel, Regulatory Compliance
Roubaix, Hauts-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Debt Collection, Accounting Management, Customer Relations, Microsoft Word, Microsoft Excel
Chester, England, United Kingdom · On-site
Chase 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 purpos…
Skills: Financial Planning, Business Development, Networking, Presentation Skills, Client Relationship Management
Bern, Bern, Switzerland · Hybrid
Shape the future. Yours and ours. Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an e…
Skills: Management, Pension Fund Administration, Strategic Planning, Leadership, Financial Oversight
Manchester, England, United Kingdom · On-site
Chase 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 purpos…
Skills: Communication Skills, Planning, Organisational Skills, Regulatory Knowledge, Attention To Detail
Manchester, England, United Kingdom · On-site
Chase 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 purpos…
Skills: Financial Administration, Client Communication, Time Management, Organizational Skills, Attention To Detail
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Project Management, Business Analysis, Process Optimization, Functional Architecture, Requirement Gathering
Lille, Hauts-de-France, France · On-site
$28k–$32k/yr
Mon assurance facile, l’entreprise qui vous change la vie ! Mon assurance facile : une entreprise à taille humaine et à l’esprit familial qui nous permet d’être au plus proche de nos collaborateurs. Nous mettons tout en …
Skills: Data Analysis, Commission Calculation, Reporting, Financial Management, Budgeting
Lyon, Auvergne-Rhône-Alpes, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Health Insurance Management, Customer Relationship Management, Claims Processing, Contract Modification, Regulatory Compliance
Strasbourg, Grand Est, France · On-site
Commercial(e) expérimenté(e), vous recherchez l’indépendance ? Et si vous choisissiez de devenir Agent Général Swiss Life à Besançon ! Votre profil : S’il y a bien une chose qu’on ne choisit pas dans sa vie, c’est son pr…
Skills: Business Development, Sales Prospecting, Wealth Management, Insurance Sales, Entrepreneurship
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Actuarial Science, French GAAP, IFRS 17, Data Analysis, Excel
Manchester, England, United Kingdom · On-site
Chase 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 purpos…
Skills: Reception Services, Switchboard Operation, Front-of-house Service, Office Administration, Microsoft Word
Luxembourg, Luxembourg · On-site
Join our team. Your future starts here. Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers. Within the Group’s International Division and with its two business line…
Skills: Excel, Data Analysis, Financial Reconciliations, Cash Flow Management, Fee Calculation
Strasbourg, Grand Est, France · On-site
Commercial(e) expérimenté(e), vous recherchez l’indépendance ? Et si vous choisissiez de devenir Agent Général Swiss Life à Clouange (57) ! Votre profil : S’il y a bien une chose qu’on ne choisit pas dans sa vie, c’est s…
Skills: Business Development, Sales Prospecting, Portfolio Management, Financial Advisory, Insurance Sales
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The role involves providing ongoing financial planning services to existing clients and ensuring excellent service through regular meetings. It also requires adherence to professional standards and collaboration with operational teams to achieve positive client outcomes.
Candidates must demonstrate a track record in financial advice and possess a Level 4 Diploma in Regulated Financial Planning. They should be client-focused, self-motivated, and have strong networking and presentation skills.
Chase 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.
Chase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.
Due to the company’s continued growth, we are introducing a new Private Client Adviser role. This will involve providing an ongoing service to an existing and established client bank within Chase de Vere.
Successful candidates will be able to demonstrate a track record in financial advice, whilst delivering the best possible service to our clients.
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.
By 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 charities
We enable people to lead a financially self-determined life.
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
We enable people to lead a financially self-determined life.
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
