There is always a place for talented individuals who see the Financial Services world in the same way we do.
If you’re a committed, highly driven individual who thinks creatively about products and solutions but keeps the customers’ needs at the forefront of their advice and you think you would suit our team please contact us in the first instance by submitting your CV.
Who we’re looking for:
Private Client Advisers – Spain, Portugal, Cyprus and Canada.
Depending on clients’ requirements you will be required to advise on such areas as:
- Private Client Investments;
- Pensions and Retirement Planning;
- Tax Planning;
- Protection Arrangements.
Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.
Other required skills
- Solutions orientated – imaginative.
- Highly organised, methodical, analytical, disciplined.
- Ability to work autonomously whilst still being a key member of a team.
- Great communication skills – written and oral.
- Strong client focus, with the ability to transact with financially sophisticated clients and products.
- Good IT skills including strong working knowledge of Excel.
Business Development Managers –
Spain, Portugal and Cyprus
We are always looking for strong communicators with a desire to progress within this industry, this is an entry level position with a proven career path for those looking to train and progress.
Please upload your CV
We’ll get back to you as soon as we can. We can’t wait to hear from you.
“Just wanted to let you know that I am incredibly happy with the Portfolio Update you sent me recently. I can honestly say that my portfolio has made more profit in 3 months with you than 5 years with my previous company.
Keep up the good work.”Mr Rigby
“We have been using Chase Buchanan for around two years now and have found their services to be excellent especially Lee Eldridge who has kept in contact on a regular basis. His knowledge and advice has been outstanding in managing our funds. We have recommended Chase Buchanan to many of our friends and will continue to do so. We have also just taken on a SIPP for my wife as we have been so pleased with the service and performance so far.”Mr & Mrs Sebborn
“I wish to formally record my sincere thanks to you and your colleagues at Chase Buchanan for your assistance over the past 12 months. The professional way in which you have dealt with the issues that were troubling me has been much appreciated. The level of comfort you have engendered has far exceeded my expectations to the extent that I am once again able to relax and enjoy life! I only wish I had found you earlier- thanks once again.”S Robertson
“I had been considering my pension options which I did not fully understand. After meeting and chatting with Lee Eldridge I now have my financial plans in place. I am very happy with the service provided by Chase Buchanan. They keep me regularly informed and I would recommend them to others.”J Murphy
“We have been involved with Chase Buchanan since late 2016 and can only say that we have had fantastic service and advice all the way through. Lee and his office staff are there to answer any questions or queries and go out of their way to ensure everything runs as smoothly as possible. Our portfolio is under constant monitoring and the advice from Chase is always welcome. We feel we could not be in better hands and look forward to many more years working together.”Mr & Mrs Martin