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Description:
At deVere we are one of the world’s leading independent financial institutions with over 90
legal global entities is looking for a Financial Advisor. Offering a breadth of financial services
that range from: wealth management advice to investment banking, asset management and
Fintech apps this would be a suitable company for a talented career and commercially minded
Financial Advisor.
With products and services designed to help people grow and protect their wealth in a tax
efficient manner you will need to be up to date with the latest products, services and
regulations long with offering a bespoke service to your clients.
Required: • Client first mentality • Making progress with the CISI exams • Previous experience in managing high net worth clients is desirable but not essential. • Sound understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
