Junior Financial Adviser – Trainee Entry Level in Birmingham
Junior Financial Adviser – Trainee Entry Level

Junior Financial Adviser – Trainee Entry Level in Birmingham

Birmingham Entry level 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients, identify new business opportunities, and create digital marketing campaigns.
  • Company: World-leading financial advisory organisation with global reach.
  • Benefits: Comprehensive training, relocation assistance, and a clear career pathway.
  • Why this job: Kickstart your career in finance with international exposure and growth opportunities.
  • Qualifications: Experience in sales or business development and excellent communication skills.
  • Other info: Join a dynamic team and make a real impact in the financial services industry.

The predicted salary is between 20000 - 30000 £ per year.

Begin your journey in financial advisory with a 2‑month intensive training programme based in Malta, followed by permanent placement in one of our international offices. The training for this overseas role officially starts in January 2026.

About Us

We are a world‑leading financial advisory organisation, serving over 80,000 clients in more than 100 countries and managing over $10 billion in assets. We offer a structured pathway to becoming a fully qualified financial advisor, supported by a comprehensive training programme and internationally recognised qualifications.

The Role

We are seeking energetic and exceptionally organised individuals with experience in sales, business development, or lead generation to support our advisors. You will play a crucial role in expanding our client base and ensuring client satisfaction. Your efforts will directly contribute to the success of our global operations while paving the way for your own career growth.

Core Responsibilities

  • Support existing clients and identify new business opportunities through research, referrals, and outreach using tools like LinkedIn.
  • Create and optimise digital marketing campaigns and social media strategies to generate leads and grow client networks.
  • Manage administrative and compliance processes to ensure seamless client acquisition and retention.
  • Build strong referral networks by leveraging connections within the organisation and beyond.
  • Collaborate closely with advisors to grow client portfolios, bringing innovative ideas and achieving shared success.

Our Ideal Candidate

  • At least one year of solid work experience in sales, business development, or lead generation.
  • Excellent communication skills, confident using phone, video conferencing, and in‑person meetings.
  • Enjoy networking, building relationships, and bringing innovative ideas to life.
  • Motivated by success, thrive under pressure, and can adapt quickly to challenges.
  • Possess integrity, energy, and a strong desire to develop a career in financial services.

Why Join Us?

  • A clear and structured pathway to becoming a qualified financial advisor.
  • Comprehensive training and support to help you succeed.
  • Full relocation assistance, including guidance on accommodation and visa arrangements.
  • The chance to build a rewarding career in international financial advisory with global exposure.

Apply Now Attach your CV and be considered for this exciting opportunity. Your journey towards a global career in financial services starts here!

Junior Financial Adviser – Trainee Entry Level in Birmingham employer: deVere Acuma

Join a world-leading financial advisory organisation that offers an exceptional entry-level opportunity as a Junior Financial Adviser in Malta. With a structured training programme and full relocation assistance, you will gain invaluable experience while working in a dynamic environment that fosters personal and professional growth. Our supportive work culture encourages innovation and collaboration, ensuring that you are well-equipped to build a successful career in international financial services.
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Contact Detail:

deVere Acuma Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Junior Financial Adviser – Trainee Entry Level in Birmingham

Tip Number 1

Network like a pro! Use LinkedIn to connect with industry professionals and join relevant groups. Engaging in conversations can open doors and lead to opportunities you might not find elsewhere.

Tip Number 2

Be proactive! Don’t just wait for job openings to appear. Reach out to companies you admire, including us at StudySmarter, and express your interest in potential roles. A little initiative goes a long way!

Tip Number 3

Prepare for interviews by researching common questions and practicing your responses. We recommend doing mock interviews with friends or mentors to build confidence and refine your answers.

Tip Number 4

Follow up after interviews! A simple thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.

We think you need these skills to ace Junior Financial Adviser – Trainee Entry Level in Birmingham

Sales Experience
Business Development
Lead Generation
Digital Marketing
Social Media Strategy
Client Relationship Management
Networking Skills
Communication Skills
Administrative Skills
Compliance Knowledge
Research Skills
Innovative Thinking
Adaptability
Motivation for Success

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior Financial Adviser role. Highlight any sales or business development experience you have, as this is key for us!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial services and how you can contribute to our team. Be genuine and let your personality come through.

Showcase Your Communication Skills: Since communication is crucial in this role, ensure your application is clear and well-structured. We want to see that you can convey your ideas effectively, so keep it professional yet approachable.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity right away!

How to prepare for a job interview at deVere Acuma

Know Your Stuff

Before the interview, make sure you understand the basics of financial advisory and the specific role you're applying for. Research the company’s values, their client base, and recent news. This will not only help you answer questions confidently but also show your genuine interest in the position.

Showcase Your Sales Experience

Since the role requires experience in sales or lead generation, be ready to discuss your past experiences. Prepare specific examples of how you've successfully generated leads or built client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.

Practice Your Communication Skills

As communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family, focusing on both phone and video conferencing scenarios. This will help you feel more at ease during the actual interview.

Ask Insightful Questions

Prepare a few thoughtful questions to ask the interviewer about the training programme, career progression, or company culture. This shows that you’re engaged and serious about the opportunity. It’s also a great way to determine if the company aligns with your career goals.

Junior Financial Adviser – Trainee Entry Level in Birmingham
deVere Acuma
Location: Birmingham

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