Nine colleagues graduate from our Adviser Academy

At Chase de Vere we put a huge focus on the learning and development of our employees. We want to ensure that our advisers and senior employees are kept up-to-date with any technical changes, such as changes to tax rules or pension legislation, and that their learning is continually refreshed, to help ensure we provide the best ongoing advice for our clients.

We also support our up-and-coming employees, including those who aspire to be our Independent Financial Advisers of the future. One of our most important initiatives is the Chase de Vere Adviser Academy. This Academy is designed to provide a structured pathway for those wishing to become our next generation of Independent Financial Advisers. It provides them with additional knowledge, skills and support through a series of classroom learning, role plays and taking further professional qualifications.

We launched our Academy in February, selecting focused and dedicated colleagues to join who had already taken steps, including passing professional qualifications, on their journey to becoming financial advisers.

We are delighted that 9 colleagues have recently passed their final assessment and graduated from our Adviser Academy. Many congratulations to Belinda White, Chelsea Knowles, Izzy Turner, Jack Carter, Jerome Tomlinson, Kieran Moore, Lewis McPhail, Maia Jones and Audrey O’Neill. (Audrey isn’t in the team photo as she was taking another exam).

Our successful graduates have all performed superbly and we will continue to support them as, with the help and support of senior advisers and our learning and development team, they transition into financial advice roles in the coming months.

Kirsty Munro, Competence and Development Manager at Chase de Vere, who led the Adviser Academy says, “As somebody who entered financial advice via an academy, I am fully aware of the value and benefit a programme such as this can deliver. It has been a pleasure to lead our aspiring Advisers on their journey and I’m immensely proud of all of them. They have found a new level of confidence and vigour, which will continue to develop as they move into adviser positions.”

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