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For Companies At a Glance
- Tasks: Identify new business opportunities and develop marketing strategies to attract clients.
- Company: World-leading financial advisory organisation with a global presence.
- Benefits: Intensive training, mentorship, international exposure, and career progression.
- Why this job: Kickstart your international career in financial advisory with hands-on experience.
- Qualifications: Experience in sales or business development and strong communication skills.
- Other info: Join a dynamic team and work towards becoming a fully qualified financial advisor.
The predicted salary is between 15000 - 25000 £ per year.
Take the First Step Towards an International Career. Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius, followed by permanent placement in one of our international offices. This overseas role officially starts in January 2026.
We are a world-leading financial advisory organisation, managing over $10 billion in assets for more than 80,000 clients across 100 countries. We provide a structured pathway to becoming a fully qualified financial advisor, supported by comprehensive training, mentorship, and internationally recognised qualifications.
The Role – Business Development Pathway to Financial Advisory
We are looking for energetic, organised individuals with experience in sales, business development, or lead generation. You will work directly with advisors to grow their client base, manage relationships, and contribute to business success, all while gaining the skills and experience needed to become a fully qualified financial advisor.
Core Responsibilities
- Identify new business opportunities through research, referrals, and outreach
- Develop digital marketing and social media strategies to attract prospects
- Support administrative and compliance processes
- Build referral networks and collaborate with advisors to grow portfolios
- Work towards completing your financial advisory qualifications
What We Offer
- A structured pathway to full financial advisory qualification
- Extensive training, mentorship, and hands-on international exposure
- Career progression in a global organisation
Our Ideal Candidate
- Minimum one year of experience in sales, business development, or lead generation
- Strong communication skills on phone, video, and in-person
- Motivated, adaptable, and resilient under pressure
- Passionate about networking, relationship building, and personal development
- Committed to pursuing a long-term career in financial services
Seniority level: Associate
Employment type: Full-time
Job function: Sales, Business Development, and Customer Service
Industries: Financial Services, Real Estate, and Banking
Trainee Financial Advisor in Edinburgh employer: deVere Investment Ltd
Contact Detail:
deVere Investment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Trainee Financial Advisor role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your skills and experience. Share relevant content, engage with industry leaders, and join groups related to financial advisory to increase your visibility.
✨Tip Number 3
Practice your pitch! Whether it's a casual chat or a formal interview, be ready to explain why you're passionate about financial advisory and how your background in sales or business development makes you a great fit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team and starting your journey in financial advisory.
We think you need these skills to ace Trainee Financial Advisor in Edinburgh
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advisory shine through. We want to see that you're genuinely excited about the opportunity and ready to embark on this international journey with us.
Tailor Your CV: Make sure your CV highlights relevant experience in sales, business development, or lead generation. We’re looking for specific examples that demonstrate your skills and how they relate to the role of a Trainee Financial Advisor.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be personal, be engaging, and don’t forget to mention how you can contribute to our success while growing your own career.
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 and shows us that you’re serious about joining our team!
How to prepare for a job interview at deVere Investment Ltd
✨Know Your Stuff
Before the interview, dive deep into the company’s background and its financial advisory services. Understand their client base and the markets they operate in. This will not only impress your interviewers but also help you tailor your answers to show how you can contribute to their success.
✨Showcase Your Sales Skills
Since the role requires experience in sales and business development, prepare specific examples from your past experiences where you successfully identified opportunities or built relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Be Ready to Discuss Digital Strategies
Given the emphasis on digital marketing and social media strategies, think about how you can leverage these tools to attract prospects. Prepare to discuss any relevant experience you have in this area and be ready to share innovative ideas that could benefit the company.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about the training programme, mentorship opportunities, and what success looks like for someone in this position. This demonstrates your enthusiasm and commitment to a long-term career in financial services.