This role is based outside the UK and requires relocation
Company Description
deVere Group is one of the world’s leading financial advisory organizations, providing high-quality, independent advice to expatriate clients and investors globally. Established in 2002 by CEO and founder Nigel Green, the company manages over $14 billion in assets for more than 100,000 active clients across 100+ countries. With consultants across 30+ offices worldwide, deVere offers extensive services including international savings, investment bonds, retirement planning, life insurance, pension transfers, education planning, and digital assets. The firm is known for its continual expansion, performance-driven culture, and exclusive financial products. deVere actively seeks motivated individuals who want to build a long-term career in finance and contribute to its future growth.
Role Description
This is a full-time role for an Independent Financial Consultant. In this position, you will provide personalized, independent financial advice to a diverse international client base, focusing on areas such as investments, retirement planning, and wealth management. You will assess client needs, analyze their financial situation, and develop tailored financial plans and strategies aligned with their goals and risk profile. Day-to-day responsibilities include conducting virtual client meetings, reviewing portfolios, monitoring market trends, preparing recommendations, and maintaining regulatory-compliant records. You will collaborate with internal teams to access deVere’s range of products, support clients through ongoing service and reviews, and proactively identify opportunities to grow your client portfolio.
Qualifications
- Candidates should possess strong Financial Planning and Retirement Planning skills to design comprehensive, goal-based strategies for clients.
- Candidates should possess solid Investments and Finance knowledge to evaluate products, construct portfolios, and explain options clearly.
- Candidates should possess strong Analytical Skills to assess client data, interpret market information, and make sound, evidence-based recommendations.
- Candidates should possess excellent communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- Candidates should possess a high level of integrity, professionalism, and client-service orientation, with the ability to work independently in a remote environment.
- Relevant certifications (e.g., CFP, CFA, or equivalent), and prior experience in financial advisory or wealth management are highly beneficial.
- Strong organizational skills, comfort with digital tools and remote meetings, and fluency in English are required; additional languages are an advantage.
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Independent Financial Consultant employer: deVere Group
deVere Investment Ltd is an exceptional employer, offering a unique opportunity for ambitious individuals to kickstart their careers in wealth management through an elite international trainee programme. With a vibrant work culture that fosters growth and collaboration, employees benefit from hands-on experience in Malta and the chance to advance their careers globally within a leading private banking group, making it a truly rewarding place to work.
