Trainee Wealth Manager

1 month ago

Birmingham, United Kingdom deVere Group Full time

Job Description

Who We Are

deVere Group is a leading independent financial institution with ambitious plans for expansion, striving to remain at the forefront of independent advice-driven financial planning. We are currently seeking dedicated individuals to join our professional and fully funded Financial Planning programme as entry-level Financial Trainee Wealth Manager (BDA's) in various locations worldwide.

Please note that although this role is currently posted in the UK, it is an overseas opportunity with deVere Group in our international training academies. Successful candidates will have to relocate.

At deVere, we offer an international working environment that spans across the Middle East, India, Europe, Africa, East Asia, ASEAN, and the Australasia region. We believe in providing our team members with unique experiences and global exposure, enabling them to thrive in a diverse and multicultural setting. If you are ready to embrace an overseas adventure and take your career to new horizons, we welcome your application

Joining our Entry-Level Financial Trainee Development Program will provide you with a unique opportunity to gain hands-on experience, excellent learning and development resources, and the chance to build a successful career as a Financial Planner.

If you are seeking to advance your career with a company that will challenge and stretch you while providing the necessary skills and experience to succeed, we would love to hear from you.

What to Expect?

In your first year, you will embark on a comprehensive journey within our academy, gaining valuable experience and knowledge in financial planning. You will learn about the client journey, report writing, various types of analysis, and how to effectively utilise our tools and processes. Throughout the program, our Learning and Development team will provide additional training programs to further enhance your skills. After completing your first year, you will have the opportunity to specialise your development toward becoming a Financial Planner. We will support you in pursuing any additional exams while offering ongoing development to advance your career.

What You Will Bring?

  • A Growth Mindset: We value individuals who embrace challenges as opportunities for growth. Having a growth mindset means you approach obstacles and setbacks with a positive attitude, viewing them as chances to learn and improve. You're not deterred by initial difficulties; instead, you see them as steppingstones toward success. You're open to new experiences and believe that with effort and dedication, you can develop your skills and capabilities continuously. A growth mindset fosters resilience, creativity, and adaptability, all of which are crucial in a dynamic and evolving field like finance.
  • Willingness to Learn: In the ever-changing landscape of finance, a strong desire to learn is paramount. We look for candidates who are enthusiastic about expanding their knowledge, whether it's about financial markets, investment strategies, or client relationships. Being willing to learn means you're receptive to feedback, actively seek out opportunities for self-improvement, and are open to exploring new concepts and approaches. You understand that continuous learning is not just a one-time effort but a lifelong journey, and you're committed to staying updated with industry trends and developments. Your eagerness to learn fuels your professional growth and ensures you remain an asset to the team.

Recruitment Process

  • Online Application: Please submit your CV and answer questions to assess your interests and motives.
  • Live Interactive Webinar: Attend a live interactive webinar with deVere CEO, Nigel Green.
  • Screening Call: Have a screening call with our In-House Recruitment Department.
  • Interview: Participate in an interview with the dV Global Head of Recruitment.
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