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Financial Planning Specialist
1 week ago
deVere Group is expanding its footprint and hiring independent Wealth Management Advisors who want to offer international financial products from regular savings and bonds to digital, app-based investment products.
About UsWe are the world's leading, independent digital private investment bank and asset management organisation, priding ourselves on providing high-class, professional advice to expatriate clients and investors worldwide.
We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration.
We are looking for experienced professionals who can help us grow our business and expand our product offerings.
Key Responsibilities:
- Advise clients on the best financial solutions for their medium to long-term plans.
- Work with investment professionals to cultivate client relationships.
- Provide exceptional customer service.
Requirements:
- 2+ years of industry experience.
- Strong understanding of the investment business.
- Excellent communication and interpersonal skills.
- Native or Business level English, written and spoken is required for this role.
About Our Company Culture
We value inclusivity, learning, and collaboration, and offer a range of benefits including ongoing training and development, a generous pay structure, and compliance, administration, CRM, and marketing support.
