Finance Graduate

☞ deVere Group

View: 104

Update day: 01-06-2024

Location: Hammersmith South East

Category: Sales Finance / Bank / Stock

Industry: Banking Financial Services Investment Banking

Job type: Full-time

Loading ...

Job content

As an independent financial consultancy firm with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service.

deVere Group’s definitive aim is to support our clients in creating, growing and safeguarding their wealth. We want you to join their journey and make dreams come true.

We are expanding due to massive demand across the globe, and we are looking for customer-centric individuals that want to learn, develop, and provide excellent service for private clients within the financial industry. We are looking for individuals who want a career within Wealth Management/ Financial Consulting.

You will help clients assist clients in their journey with the deVere Group, you will be knowledgeable about what we can offer and really take the time to listen to our clients and understand their needs. We are looking for client focused, enthusiastic, and passionate individuals who can showcase what deVere has to offer and how this may benefit the client. This role will develop you into a fully qualified financial consultant.

Key responsibilities will include:

  • Build successful relationships with current clients over the phone to ensure we are meeting a client’s financial planning goals.
  • Listening and reacting to a clients’ needs and requirements.
  • Ensure every deVere client receives outstanding service.
  • Arranging adviser meetings with clients where required.
  • Participating in regular training and development via trainer led sessions and via our #1 in the industry OnDemand Learning and Development Platform.

What is in it for you?

  • Salaried position with incentives.
  • Relocation support.
  • Top training from industry-leading professionals.
  • Career progression within Wealth Management & Financial services.
  • State of the art office in our Main Back Offices in Malta.
  • Opportunity to learn, develop and grow internally.
  • A friendly and energetic office culture.
  • Industry qualifications.

What do you need?

  • Excellent communication skills.
  • Customer service experience preferred.
  • The ability to manage your own work schedule and coordinate with clients.
  • Be an excellent team player.
  • IT literate.
  • Attention to detail.
  • Strong interpersonal skills.
  • Proactive, pragmatic, and enthusiastic approach.
  • Target driven.
  • Desire to complete industry qualifications in financial planning.

This role will see you starting within either our London or Malta office. You will have to be open minded to working internationally to apply for this position.

Loading ...
Loading ...

Deadline: 16-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...