Trainee Financial Advisor

As an independent financial consultancy with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service.

deVere Group's definitive aim is to support our clients in creating, growing and safeguarding their wealth. We want you to join their journey and make dreams come true.

We are expanding due to massive demand across the globe, and we are looking for customer-centric individuals that want to learn, develop, and provide excellent service for private clients within the financial industry.

You will help clients assist clients in their journey with the deVere Group, you will be knowledgeable about what we can offer and really take the time to listen to our clients and understand their needs. We are looking for client focused, enthusiastic, and passionate individuals who can showcase what deVere has to offer and how this may benefit the client.

Key responsibilities will include:

• Build successful relationships with new and current clients over the phone to ensure we are meeting a client’s financial planning goals.
• Listening and reacting to a clients' needs and requirements.
• Ensure every deVere client receives outstanding service.
• Arranging adviser meetings with clients where required.
• Participating in regular training and development via trainer led sessions and via our #1 in the industry OnDemand Learning and Development Platform.

What is in it for you?

• Monthly support package.
• Relocation support.
• Top training from industry-leading professionals.
• Career progression within Wealth Management & Financial services.
• State of the art office in our Main Back Offices in Malta.
• Opportunity to learn, develop and grow internally.
• A friendly and energetic office culture.
• Industry qualifications.

What do you need?

• Excellent communication skills.
• Customer service experience preferred.
• The ability to manage your own work schedule and coordinate with clients.
• Be an excellent team player.
• IT literate.
• Attention to detail.
• Strong interpersonal skills.
• Proactive, pragmatic, and enthusiastic approach.
• Target driven.
• Desire to complete industry qualifications in financial planning.

Job Types: Full-time, Permanent

Salary: From £21,000.00 per year

Benefits:

• Transport links

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

COVID-19 considerations:
All in line with government guidance.

Application question(s):

• Are you available to start the role in June 2023?
• Are you able to reliably commute to Reading?
• Are you open to relocating to our Milan office?

Work Location: In person