Certified Financial Planner

Are you ready to elevate your career? Look no further! At deVere Group, we are seeking ambitious individuals to join our dynamic Wealth Management team. As we expand in the fastest-growing market, we invite you to be part of our success story. Imagine presenting cutting-edge investment solutions to prospective clients, shaping their financial futures, and building your own path to success. If you’re driven, passionate, and eager to make an impact, this opportunity is tailor-made for you.

Please note: We require previous experience in direct financial advice. Roles such as finance manager, auditor, accountant, bookkeeper, or other numerically-focused positions within financial services are distinct from the responsibilities of an investment advisor. If your experience is limited to these roles, please do not apply

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The role entails:

• Conducting market research into the country, demographics, and clients’ needs to ensure that every client interaction adds value firs
• Be responsible for a combination of new business development and managing existing clients across a defined territory

Successful individuals will be provided with:

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  A first class learning and development platform to help further professional development and qualification
• Comprehensive induction training to allow you to transfer existing experience
• Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
• Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential.
• al)Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks

You will need:

• A proven track record within wealth management or financial advisory
• The ability to manage your time efficiently and autonomously.
• To be a strong communicator, capable of engaging with people from all backgrounds.
• To be highly ambitious and driven to be successful

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  To be a proactive individual who enjoys taking responsibility for your performance.

Experience in the following fields would be considered an asset:

• Property
• Real Estate
• Asset Management
• FinTech Banking
• Foreign Exchange
• (FX)Wealth Management
• Business Development
• Sales Investment Banking