Financial Advisor

deVere Group; Tarragona; Híbrido; EUR 40.000 - 75.000; Jornada completa

Descripción de la vacante

deVere Group, a leading digital investment bank, is seeking Wealth Management Advisors to provide personalized financial solutions to clients. This role requires industry experience and excellent interpersonal skills, with opportunities for high earnings and ongoing professional development in a dynamic environment.

Servicios

Ongoing training and development

Generous and high-earning pay structure

Support with compliance and marketing

Flexible remote and hybrid working opportunities

Formación

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English, written and spoken.

Responsabilidades

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare financial plans and verify their accuracy.
• Advise clients on the best financial solutions.

Conocimientos

Interpersonal skills

Understanding of investment business

Financial planning support

Descripción del empleo

Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisation, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.

We advise over 100,000 clients across the globe with in excess of $12bn under advice and administration. We are owners of companies such as Work Place Solutions (WPS), the appointed pension advisor for the BBC, Rolls Royce, London Stock Exchange, Total, & UK Parliament, among others.

Our success is reflected in numerous awards from our peers, and our business continues to grow both upwards and outwards, ensuring we remain at the forefront of the industry.

We are expanding our footprint and hiring independent wealth management advisors, preferably with their own client books, who want to offer international financial products. These include regular savings, bonds, and our digital, app-based investment products such as VC funds, lump-sum investments, and more.

We offer:

• An award-winning, dynamic, and fast-paced environment where inclusion, learning, and collaboration are key to success.
• The opportunity to work with some of the world’s most innovative products and technology.
• Ongoing training and development to help you grow your skills and career.
• A generous and high-earning pay structure on all products.
• Support with compliance, administration, CRM, and marketing.
• Both remote and hybrid working opportunities for Wealth Management Advisory professionals expanding their international product offerings across regions, including: FinTech, Financial Services, Finance Sales, Business Development, Structured Finance, and Pensions Products.

A few words from our Group Investment and Divisional Director: The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

1. Provide financial planning support to clients.
2. Support investment professionals in cultivating client relationships.
3. Prepare financial plans and verify their accuracy.
4. Advise clients on the best financial solutions for their medium to long-term plans.

Qualifications:

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Native or business-level English, written and spoken, is required.