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- Tasks: Become a Trainee Financial Adviser, focusing on pensions and investments while building client relationships.
- Company: Join deVere Acuma, a global leader in financial advisory and wealth management.
- Benefits: Enjoy competitive pay, international training opportunities, and a clear path to career advancement.
- Why this job: Embark on a rewarding international career in financial advisory with fast-track promotions and dynamic work culture.
- Qualifications: Ideal for ambitious individuals with a passion for finance and client engagement.
- Other info: Relocation required for training; commitment to a long-term career overseas is essential.
About Us: deVere Acuma is a global leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping individuals and businesses achieve their financial goals through a diverse range of services, including tax-efficient investments, retirement planning, and tailored wealth management strategies.
Successful candidates must be prepared to relocate to one of our international offices to undertake the necessary training and work towards becoming a fully qualified International Financial Advisor. The training process can take up to two years, requiring full commitment to a long-term career overseas.
Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.
- Training and Development: Gain the essential Chartered Institute for Securities & Investment (CISI) qualification.
- Earning Potential: Competitive opportunities with a clear path to financial success.
- Career Progression: Fast-track promotions, international placements, and leadership opportunities.
- Work-Life Balance: Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
- Passionate about building meaningful, long-term client relationships.
- Confident in engaging clients over the phone.
- Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles.
- This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.
Trainee Financial Adviser - Pensions & Investments employer: deVere Acuma
Contact Detail:
deVere Acuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser - Pensions & Investments
✨Tip Number 1
Research deVere Acuma thoroughly to understand their values, services, and the specific markets they operate in. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 2
Network with current or former employees of deVere Acuma on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial for your application process.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews, as client engagement is a key aspect of this position. Practising how to effectively communicate financial concepts can set you apart from other candidates.
✨Tip Number 4
Showcase your commitment to a long-term career by discussing your willingness to relocate and undergo extensive training. Highlighting your dedication to personal and professional growth will resonate well with the hiring team.
We think you need these skills to ace Trainee Financial Adviser - Pensions & Investments
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and expectations of a Trainee Financial Adviser. Familiarise yourself with the financial advisory industry, especially in pensions and investments.
Tailor Your CV: Craft your CV to highlight relevant skills and experiences that align with the job description. Emphasise any experience in client-facing roles, numerically-focused positions, or financial services.
Write a Compelling Cover Letter: Your cover letter should express your passion for financial advisory and your eagerness to build long-term client relationships. Mention your willingness to relocate and commit to the training process.
Showcase Your Ambition: In your application, convey your entrepreneurial mindset and ambition. Discuss your career goals and how this position aligns with your aspirations in the financial sector.
How to prepare for a job interview at deVere Acuma
✨Research the Company
Before your interview, make sure to thoroughly research deVere Acuma. Understand their services, values, and recent developments in the financial advisory sector. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Show Your Passion for Financial Advisory
During the interview, express your enthusiasm for a career in financial advisory. Share any relevant experiences or coursework that highlight your commitment to helping clients achieve their financial goals. This will resonate well with the interviewers looking for passionate candidates.
✨Prepare for Client Engagement Scenarios
Since the role involves engaging clients, be ready to discuss how you would approach client interactions. Prepare examples of how you've successfully communicated or built relationships in previous roles or situations, even if they are not directly related to finance.
✨Demonstrate Your Long-Term Commitment
Given the requirement for relocation and a two-year training commitment, it's crucial to convey your readiness for a long-term career. Discuss your career aspirations and how they align with the opportunities at deVere Acuma, showing that you're in it for the long haul.
