Experienced Financial Services Professional

2 months ago

Sheffield, Sheffield, United Kingdom deVere Group Full time
About the Role

deVere Group is a leading provider of financial services, dedicated to delivering personalized, independent financial advice to our clients. We are seeking an experienced Financial Services Professional to join our team as a Senior Investment and Wealth Manager.

Key Responsibilities
  • Build and develop a portfolio of high net worth clients, providing tailored financial solutions to meet their individual needs.
  • Manage and support a diverse range of financial products and services, including lump sum investments, fixed-income products, global funds, and regular savings plans.
  • Conduct in-depth reviews to identify personal and financial needs of clients, delivering tailored wealth management solutions through effective communication and influencing.
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.
Requirements
  • A degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
  • Service-focused with strong numerical and analytical skills, close attention to detail, and a trustworthy, financially sound, professional team player.
  • 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.
  • Sound judgement skills and attention to detail can also help you to analyze 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.
What We Offer
  • 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.

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