Financial Advisor

As a Qualified Wealth Manager at deVere, you will be part of a sustainable, rewarding, and award-winning company that strives to make a difference in our clients" lives and financial well-being. Our CEO, Nigel Green, believes in providing continuous career support and training to drive your career aspirations. Key Responsibilities: - Build and develop a bank of wealth management clients (B2C only). - Manage and support a portfolio of clients, building strong and trusting relationships with a personalized advisory approach. - Build continuous AUM (assets under management) by identifying current personal financial needs and discovering other financial opportunities. - Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management. - Analyze markets globally and the client's situation to provide individualized advice on personal wealth across various products and services. - Advise on a full range of products and services, including Lump Sum Investments, Fixed-Income Products, Global Funds, Regular Savings Plans, and more. - Stay informed and compliant with all relevant legislative, financial, procedural, and quality requirements. - Perform general administrative duties as required by the role. Qualifications Required: - Certified Wealth Management or Financial Planning qualification. - A pre-existing, transferable client book of NRI and/or HNI. - Service-focused with strong numerical and analytical skills, attention to detail, and a proven sales track record in private advisory wealth management. - Previous experience in managing high net worth clients is desirable. - Understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is advantageous. - Trustworthy, financially sound, professional team player with an instinct to deliver top-quality service. - Ambitious, driven by targets, and hungry for success.,