Junior Financial Adviser – Trainee Entry Level
Junior Financial Adviser – Trainee Entry Level

Junior Financial Adviser – Trainee Entry Level

Leeds Entry level 20000 - 30000 £ / year (est.) No home office possible
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deVere Acuma

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.
  • Other info: Join a dynamic team and make a real impact on global operations.
  • Why this job: Kickstart your international career in financial services with hands-on experience.
  • Qualifications: Experience in sales or business development and excellent communication skills.

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

Take the first step towards an international career. 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 Jan 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.

  • 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

You have at least one year of solid work experience in sales, business development, or lead generation. You are an excellent communicator, confident using the phone, video conferencing, and in-person meetings. You enjoy networking, building relationships, and bringing innovative ideas to life. You are motivated by success, thrive under pressure, and can adapt quickly to challenges. You possess integrity, energy, and a strong desire to develop your 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.

If you’re ready to take on this exciting opportunity, apply now and attach your CV to be considered. Your journey towards a global career in financial services starts here!

Junior Financial Adviser – Trainee Entry Level employer: deVere Acuma

Join a world-leading financial advisory organisation that not only offers a clear and structured pathway to becoming a qualified financial advisor but also provides comprehensive training and support tailored for your success. With full relocation assistance to Malta and the opportunity to build a rewarding international career, you will thrive in a dynamic work culture that values innovation, collaboration, and personal growth.
deVere Acuma

Contact Detail:

deVere Acuma Recruiting Team

StudySmarter Expert Advice 🤫

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

Tip Number 1

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

Tip Number 2

Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and having your own questions ready to show your interest. This will help you stand out as a candidate!

Tip Number 3

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

Tip Number 4

Don’t hesitate to apply through our website! We’re always looking for passionate individuals, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your application status!

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

Sales Experience
Business Development
Lead Generation
Digital Marketing
Social Media Strategy
Client Relationship Management
Networking Skills
Communication Skills
Administrative Skills
Compliance Knowledge
Innovative Thinking
Adaptability
Pressure Management
Integrity

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Junior Financial Adviser role. Highlight any sales or business development experience, as well as your communication skills, to show us you're a great fit!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're excited about this opportunity and how your background makes you the perfect candidate. Be genuine and let your personality come through!

Showcase Your Networking Skills: Since networking is key in this role, mention any relevant connections or experiences you've had in building relationships. This will demonstrate to us that you understand the importance of client acquisition and retention.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

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 an excellent communicator is a must for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family. Focus on being confident over the phone and in video calls, as these are key aspects of the job.

Ask Insightful Questions

At the end of the interview, have a few thoughtful questions prepared. This could be about the training programme, the company culture, or opportunities for career growth. Asking questions shows that you’re engaged and serious about the role, which can leave a positive impression.

Junior Financial Adviser – Trainee Entry Level
deVere Acuma
Location: Leeds
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