Trainee Wealth Manager

4 weeks ago


Manchester, United Kingdom deVere Group Full time

Who We Are For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on. Since its inception in 2002 by visionary entrepreneur Nigel Green, the deVere Group has rapidly expanded its global footprint. From our first office in Hong Kong, we now boast 50 offices across continents, including Africa, the Middle East, the Far East, ASEAN, Europe, Latin America, India, and Australasia (with Canada soon to join our ranks). Our unwavering commitment to excellence has earned us an excellent reputation in the international market. At the heart of our mission lies a singular goal: providing our clients with unparalleled financial peace of mind. Our training offices are Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, Marbella. This is not a UK based opportunity. By Joining our Entry-Level Financial Trainee Program you will be provided with a unique opportunity to gain hands-on experience, access to excellent learning and development resources, and the chance to build a successful career as a Financial Advisor. 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 advisory. You will learn about the client journey, report writing, communication skills, and how to effectively utilise our training platform. Throughout the program, our 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 Advisor. We 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.
  • Psychometric survey from the McQuaig Institute®
  • 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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