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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, and fast-track career progression.
- Why this job: Embark on a rewarding international career with opportunities for personal and professional growth.
- 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 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 role-specific scenarios that may come up during interviews. Practice discussing how you would handle client interactions and financial planning situations, as this will showcase your readiness for a client-facing role.
✨Tip Number 4
Demonstrate your commitment to a long-term career by discussing your willingness to relocate and undertake the training process. Highlighting your dedication to 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 you fully understand the responsibilities and requirements of a Trainee Financial Adviser. Familiarise yourself with the skills needed, such as client engagement and financial planning.
Tailor Your CV: Craft your CV to highlight relevant experience and skills that align with the job description. Emphasise any previous roles in finance, customer service, or sales, and showcase your ability to build client relationships.
Write a Compelling Cover Letter: Your cover letter should express your passion for financial advisory and your eagerness to relocate for training. Mention why you are interested in deVere Acuma specifically and how you can contribute to their goals.
Highlight Your Commitment: Since the role requires a long-term commitment to training and relocation, make sure to convey your dedication to pursuing a career in financial advisory. Discuss your willingness to embrace challenges and grow within the company.
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 knowledge will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Passion for Finance
During the interview, express your enthusiasm for a career in financial advisory. Share any relevant experiences or coursework that highlight your commitment to the field, especially in areas like pensions and investments.
✨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 with others in the past, particularly in challenging situations.
✨Demonstrate Long-Term Commitment
Given the requirement to relocate and commit to a two-year training process, convey your readiness for a long-term career. Discuss your career goals and how they align with the opportunities at deVere Acuma, showing that you're in it for the long haul.
