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For Companies At a Glance
- Tasks: Support clients, identify new business opportunities, and create digital marketing campaigns.
- Company: Join deVere Group, a leading global financial advisory organisation.
- Benefits: Comprehensive training, relocation assistance, and a clear career pathway.
- Why this job: Kickstart your international career in financial services with hands-on experience.
- Qualifications: 1+ year in sales or business development; excellent communication skills.
- Other info: Exciting opportunity for growth in a dynamic, global environment.
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. As part of our team, you will gain hands‑on experience in all aspects of wealth advisory, representing and booking appointments on behalf of our global network of advisors. With the right drive and commitment, this is your chance to progress to a consultant role and excel in the financial services industry.
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!
Trainee Financial Advisor employer: deVere Acuma
Contact Detail:
deVere Acuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Network Like a Pro
Get out there and start networking! Use platforms like LinkedIn to connect with industry professionals, join relevant groups, and engage in discussions. The more connections you make, the better your chances of landing that trainee financial advisor role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Highlight your sales experience and any innovative ideas you've implemented in past roles. We want to see how you can bring value to our team right from the get-go.
✨Be Prepared for Interviews
Do your homework before interviews! Research deVere Group and understand our values and services. Prepare some questions to ask us too; it shows you're genuinely interested and ready to dive into the financial advisory world.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to go directly to the source.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Craft a Compelling CV: Your CV is your first impression, so make it count! Highlight your sales or business development experience and any relevant skills that align with the role. Keep it clear, concise, and tailored to the financial advisory sector.
Personalise Your Cover Letter: Don’t just send a generic cover letter. Show us why you’re excited about joining deVere Group and how your background makes you a perfect fit for the Trainee Financial Advisor role. A personal touch goes a long way!
Showcase Your Communication Skills: As a financial advisor, communication is key. Use your application to demonstrate your ability to convey ideas clearly and confidently. Whether it’s through your writing style or the way you present your experiences, let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at deVere Acuma
✨Know Your Stuff
Before the interview, make sure you research deVere Group thoroughly. Understand their services, values, and recent news. This will not only help you answer questions confidently but also show your genuine interest in the company.
✨Showcase Your Sales Skills
Since the role requires experience in sales or lead generation, prepare specific examples from your past work where you successfully identified opportunities or closed deals. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Practice Your Communication
As an excellent communicator is a must for this role, practice articulating your thoughts clearly. Consider doing mock interviews with friends or using video calls to simulate the interview environment, focusing on your tone and body language.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This could be about the training programme, career progression, or the company culture. It shows that you’re engaged and serious about your future with them.
