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Private Client Adviser: Wealth Planner
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-07-13
Listing for:
Swiss Life
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Chase de Vere is seeking a Private Client Adviser to provide ongoing financial planning services to an established client bank, ensuring excellent service and regular meetings.
The successful candidate will adhere to professional development schemes, regulatory standards and conduct client meetings in line with business requirements while delivering positive client outcomes and supported by a strong induction and training program.
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