About the Company
The deVere Group is a global financial advisory firm that provides a wide range of financial services to individuals, corporations, and institutions worldwide. The company was founded in 2002 by Nigel Green and has since expanded to over 100 offices in more than 40 countries. deVere offers a variety of financial planning and wealth management services, including retirement planning, tax planning, investment advice, and insurance solutions. They pride themselves on their client-centered approach, aiming to provide personalized solutions tailored to each individual's unique financial situation. With their global reach and expertise in financial matters, deVere is a prominent player in the financial industry, serving clients all over the world. Our products and services are designed specifically to help people grow and protect their wealth in a tax-efficient manner. Furthermore, our bespoke service enables us to keep our clients up to date with the latest products, services and regulations tailored to their individual needs.
About the Role
In order to effectively render these services, our Independent Financial Advisor need to be familiar with a wide range of regulations and investment products.
Responsibilities
* Lump Sum Investments
* Fixed-Income Products
* Global Funds including Equity, VC, ESG
* Portfolio Bonds
* Regular Savings Plans
* International Pension Planning
* Fintech
* All Relevant Legislation/Regulations
For us personality is key we need team player that can take a holistic approach in order to develop a successful team and environment conducive to thriving in a volatile and fast passed environment. If you feel that you have what it takes and want to accelerate your international career apply today. Working as an Independent Financial Advisor for the unique few can be one of the most rewarding careers. Our advisors are well versed with working with high-net-worth individuals and have a client first mentality.
As an Independent Financial Advisor you would be required to:
* Invest your client's funds
* Manage their investments
* Offer sound advice on future investments
* Evaluating your client's spending habits in order to ensure maximum financial efficiency.