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Private Wealth Independent Financial Adviser

Job in Exeter, Devon, EX2, England, UK
Listing for: Swiss Life
Contract position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 42000 - 62000 GBP Yearly GBP 42000.00 62000.00 YEAR
Job Description & How to Apply Below

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.

The Private Wealth Independent Financial Adviser position in the Finance, Sales field is open for applications.

Are you ready to take on the Private Wealth Independent Financial Adviser role at Swiss Life?

We would love to welcome a new Private Wealth Independent Financial Adviser to our organisation in Exeter, England, United Kingdom.

For the Private Wealth Independent Financial Adviser position at Swiss Life, we are reviewing applications now.

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