Jobs

    Independent Financial Advisor - London, United Kingdom - deVere Group

    deVere Group
    deVere Group London, United Kingdom

    1 week ago

    Default job background
    Description

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

    This role will be office based in the UAE and relocation is required.


    We are looking for qualified Investment and Wealth Managers who want to join us on our journey of continued growth.

    Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.

    Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

    Our culture is built on hard work and supporting our people to succeed while building an affluent career.

    We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

    Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management.

    deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.

    You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.


    You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.


    Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

    We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

    Key Activities

    Build and develop a bank of wealth management clients (B2C only).

    Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.

    Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.

    Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.

    Deliver needs-based solutions through effective communication and influencing.
    You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
    Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to license's across multiple locations.
    Advise on a full range of products and services that can be offered.

    Providing individualised advice on personal wealth across:
    Lump Sum Investments
    Fixed-Income Products
    Global Funds, including Equity, VC, ESG
    Regular Savings Plans
    Portfolio Bonds
    International Pension Planning
    Fintech
    Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
    General administrative duties as required by the role.

    Skills Required

    A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
    Service focused with strong numerical and analytical skills with close attention to detail.
    UK level 4 advisory qualified or aspire to achieve this.
    Previous experience in managing high net worth clients is desirable but not essential.
    An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
    A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
    Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
    A proven sales track record would be advantageous but not essential.
    Have ambition, hunger for success and be driven by targets.

    Company Benefits

    Opportunity for further chartered qualifications relevant to the industry.
    Multitude of career opportunities and progression.
    Opportunity to transfer to different locations.
    Competitive commission bonus based on a transparent structure.
    Individual and team training that supports your development.
    Client and employee events.
  • hi

    Financial Advisor

    3 weeks ago

    hi London, United Kingdom

    **Financial Advisor** · **Location: London** · **Salary: £100,000 to £150,000 per annum** · Join a global leader in financial services and consultancy as a Financial Advisor, where your expertise will contribute to the success of an international powerhouse. This is an exciting o ...

  • Resource Matters Ltd

    Financial Advisor

    3 weeks ago

    Resource Matters Ltd London, United Kingdom

    **Home Based Employed Financial Advisor - Clients Provided, client recruiting now Our most popular role** · **£46,000 - £80,000 Basic + Car allowance + pension + Quarterly bonuses** · Our Client one of the most popular and well known blue chip firms in the country are expanding t ...

  • Reuben Sinclair

    Financial Advisor

    2 weeks ago

    Reuben Sinclair London, United Kingdom

    **Job type**: · - Permanent**Emp type**: · - Full-time**Industry**: · Banking & Financial Services · **Salary type**: · - Annual**Salary from**: · - GBP £45,000.00**Salary to**: · - GBP £55,000.00**Location**: · - London, UK**Job published**: · - 25/07/2023**Job ID**: · - 37438** ...

  • deVere Group London

    Financial Advisor

    2 weeks ago

    deVere Group London London, United Kingdom

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. · If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platfor ...

  • Financial Divisions (City) LLP

    Financial Advisor

    3 weeks ago

    Financial Divisions (City) LLP London, United Kingdom

    My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to ...

  • Folio Financial Services

    Financial Advisor

    2 weeks ago

    Folio Financial Services London, United Kingdom

    **Salary**: £35,000.00-£45,000.00 per year · Schedule: · - Monday to Friday · Supplemental pay types: · - Bonus scheme · - Performance bonus · **Experience**: · - Financial planning: 1 year (preferred) · Work Location: In person ...

  • Elringtons Ltd.

    Financial Advisor

    3 weeks ago

    Elringtons Ltd. London, United Kingdom

    This well established and highly regarded London based practice is seeking a new adviser to join their team; ideally coming with a small amount of business, you will be expected to take the overspill from the Practice Principal, as he now has too much businessto handle. The pract ...

  • WC Ltd

    Independent Financial Advisor

    4 weeks ago

    WC Ltd London, United Kingdom

    _**WorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in Switzerland, Portugal, Spain and Cyprus. **_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style r ...

  • WC Ltd

    Trainee Financial Advisor

    4 weeks ago

    WC Ltd London, United Kingdom

    _**Opportunities throughout Europe including, Spain, Malta and Cyprus **_ · We are actively hiring **Trainee Advisors **for a variety of positions throughout Europe. The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd i ...

  • Phoenix Community Housing

    Financial Wellbeing Advisor

    3 weeks ago

    Phoenix Community Housing London, United Kingdom

    **Job Description**: · We have an excellent opportunity for a Financial Wellbeing Advisor to help and support our residents. · We are looking for someone has substantial experience of providing benefits advice and who will proactively engage with residents as part of an early int ...

  • Placing Faces

    Independent Financial Advisor

    2 weeks ago

    Placing Faces London, United Kingdom

    **Title: Independent Financial Advisor** · **Salary: OTE of £100k** · **Location: London** · We are working with a well-established independent wealth management company providing financial advice to the South of England. The company operates with a self-employed structure, and t ...

  • OFGEM

    Corporate Financial Advisor

    3 weeks ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £30,950 - £46,157- London £33,400 - £46,157 / National £30,950 - £43,649**Job grade**: · - Higher Executive Officer- Level 2a**Contract type**: · - Permanent**Business area**: · - OFGEM - Analysis and Assurance**Type of role* ...

  • OFGEM

    Chief Financial Advisor

    3 weeks ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £90,000 - £117,800- £90,000 - £117,800**Job grade**: · - SCS Pay Band 1- Please insert relevant band**Contract type**: · - Permanent**Business area**: · - OFGEM - Analysis and Assurance**Type of role**: · - Corporate Finance ...

  • bp

    Commercial & Financial Advisor

    2 weeks ago

    bp London, United Kingdom

    **Job Profile Summary** · **An exciting new opportunity has arisen for a Commercial & Financial Advisor to join us.** · **Role Synopsis**: · The Financial and Commercial Advisor will be responsible for managing the existing Solar portfolio as well as supporting the execution of t ...

  • WC Ltd

    Senior Financial Advisor

    2 weeks ago

    WC Ltd London, United Kingdom

    WorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in _**Spain, Portugal, Malta and Cyprus**_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style recruitme ...

  • Mercer

    Senior Financial Advisor

    3 weeks ago

    Mercer London, United Kingdom

    **Senior Financial Advisor - City, London - remote/flexible working available** · **What can you expect**: · - Based in our London offices with the opportunity to work remotely, you will develop and learn from working in a team of highly qualified people · - You will be responsib ...

  • GCB Recruitment

    Financial Advisor

    1 week ago

    GCB Recruitment London, United Kingdom Full time

    Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial ...

  • Vision-FS Recruitment

    Financial Advisor

    2 weeks ago

    Vision-FS Recruitment London, United Kingdom Full time

    Financial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Nationwide Roles · YOUR NEW COMPANY · An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor's acr ...

  • Quilter Financial Planning

    Financial Advisor

    3 weeks ago

    Quilter Financial Planning london, United Kingdom

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you · This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated ...

  • TechNET IT Recruitment Ltd

    Financial Advisor

    4 weeks ago

    TechNET IT Recruitment Ltd London, United Kingdom

    Financial Advisor · Full time · Permanent · Salary: Competitive, with a base up to £60,000 plus commission/bonus. · Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment managemen ...