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For Companies At a Glance
- Tasks: Assist in financial planning and client engagement while undergoing training.
- Company: Join deVere Acuma, a global leader in financial advisory services.
- Benefits: Enjoy competitive pay, international placements, and fast-track promotions.
- Why this job: Build a rewarding career with meaningful client relationships in a dynamic environment.
- Qualifications: Ideal for ambitious individuals with a passion for finance and client engagement.
- Other info: Relocation required for training; commitment to a long-term international 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 Planning Assistant employer: deVere Acuma
Contact Detail:
deVere Acuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planning Assistant
✨Tip Number 1
Research deVere Acuma thoroughly to understand their services and values. This will help you tailor your conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of deVere Acuma on platforms like LinkedIn. They can provide valuable insights into the company culture and what it takes to succeed as a Trainee Financial Planning Assistant.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews, as client engagement is key. Practising how to confidently 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 adapt to new environments. Highlight any previous experiences that demonstrate your flexibility and ambition.
We think you need these skills to ace Trainee Financial Planning Assistant
Some tips for your application 🫡
Understand the Company: Familiarise yourself with deVere Acuma's services and values. Highlight your understanding of their approach to financial advisory in your application, showing how you align with their mission.
Tailor Your CV: Craft your CV to emphasise relevant skills and experiences that relate to financial planning and client engagement. Use specific examples that demonstrate your numerical proficiency and ability to build client relationships.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your long-term career aspirations in financial advisory and how the training at deVere Acuma aligns with your goals.
Showcase Your Commitment: Since the role requires relocation and a long-term commitment, make sure to address your willingness to embrace this challenge. Mention any previous experiences that demonstrate your adaptability and dedication to your career.
How to prepare for a job interview at deVere Acuma
✨Research the Company
Before your interview, take some time to understand deVere Acuma's services and values. Familiarise yourself with their approach to financial advisory and how they help clients achieve their goals. This will show your genuine interest in the company and its mission.
✨Prepare for Client Engagement Scenarios
Since the role involves engaging with clients, be ready to discuss how you would handle various client scenarios. Think about how you would build relationships and address client needs, as this will demonstrate your suitability for a client-facing position.
✨Show Your Commitment to Training
The training process can take up to two years, so it's important to express your commitment to this journey. Be prepared to discuss why you're eager to relocate and invest in your professional development within the financial advisory sector.
✨Highlight Your Numerical Skills
As the role is numerically focused, be ready to showcase your analytical skills and any relevant experience in accountancy or finance. Discuss specific examples where you've successfully used these skills, as this will reinforce your fit for the position.
