Investment Advisor

deVere Group

Key Activities

  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license’s across multiple locations.
  • Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
  • Lump Sum Investments
  • Fixed-Income Products
  • Global Funds, including Equity, VC, ESG
  • Regular Savings Plans
  • Portfolio Bonds
  • International Pension Planning
  • Fintech
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.

Skills Required

  • A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • UK level 4 advisory qualified or aspire to achieve this.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • A proven financial sales track record.
  • Have ambition, hunger for success and be driven by targets.

Company Benefits

  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.

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