Trainee Financial Advisor - Marbella

JR United Kingdom; Wakefield; On-site; GBP 25,000 - 35,000; Full time

Job summary

JR United Kingdom offers a unique opportunity for a Trainee Financial Advisor role located in Wakefield with extensive training in Mauritius and placement in Marbella. This full-time position gives individuals a chance to gain hands-on experience while working in a dynamic international financial planning environment. The program includes an intensive training phase aimed at equipping candidates with essential skills for a career in financial services, with further benefits such as relocation support and mentorship in CII qualifications.

Benefits

Fast-track development to a qualified financial advisor

Relocation support including accommodation

International placement opportunities

Ongoing mentorship through CII qualifications

Qualifications

• 1+ year of experience in sales or business development.
• Confident communicator in various formats (phone, video, face-to-face).
• Driven and adaptable under pressure, seeking a career path.

Responsibilities

• Involved in lead generation and client outreach.
• Provide administrative support and digital campaign involvement.
• Mentored by experienced international advisors.

Skills

Communication

Business Development

Lead Generation

Resilience

Adaptability

Job description

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Trainee Financial Advisor - Marbella, Wakefield

Client: deVere Spain

Location: Wakefield, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

4

Posted:

26.06.2025

Expiry Date:

10.08.2025

Job Description:

Launch Your Global Career in Financial Advisory – Train in Mauritius, Thrive in Marbella with deVere Spain.

This is a full-time overseas opportunity commencing 11th August 2025. You will begin with a two-month intensive training programme at our Investment Bank in Mauritius, before relocating to our Marbella office. Full relocation support is provided for both stages. You must be prepared to relocate.

At deVere Group, we provide an exceptional platform for ambitious individuals to enter and excel in the world of international financial planning. You’ll receive award-winning training, real-world experience, and global exposure – all while living and working in one of the world’s most dynamic cities.

This is a hands-on development role. You will work directly with, and be mentored by, experienced international advisors. You’ll be actively involved in lead generation, client outreach, digital campaigns, and administrative support – building a foundation for long-term success in financial advisory.

Requirements:

• 1+ year of experience in sales, business development, or lead generation
• A confident communicator – phone, video, and face-to-face
• Highly driven, resilient, and adaptable under pressure
• Seeking a career in financial services, not just a job

Benefits:

• Fast-track development to become a qualified financial advisor
• Full support through CII qualifications and ongoing mentorship
• Relocation support including accommodation and visa guidance
• International placement and long-term career prospects in Spain
• Be part of a globally respected firm with market-leading tools and training

Attach your CV and apply today. If you're serious about building a long-term career in international financial services, this is where it starts.