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Remote Financial Advisor

Employer
deVere Group
Location
Lisbon (PT)
Salary
to be defined
Closing date
Nov 28, 2020

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Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
Education
Masters

***You must have at least 12 months financial advisory experience to be considered for this role.***

 

As one of the world's largest independent financial consultancies, we help our clients, who are primarily expatriates and international investors, reach and exceed their financial goals. Working closely with them, we devise, implement and manage bespoke financial strategies and solutions that help create, grow and maximise their wealth.

 

In these current and unprecedented times, we are uniquely placed to offer contactless consulting for our clients to enjoy associated benefits such as our comprehensive range of products — many of which are exclusive to our clients due to our relationships with the world's leading financial institutions such as;

Goldman Sachs | Morgan Stanley | JP Morgan | RBS | Zurich | Allianz | AXA | Generali | FPI | GAM | UBS | Fulcrum | Royal London | and many, many more.

 

We offer unbiased, fair and independent advice, meaning our clients receive a wide range of options suited to their needs.

 

This role will operate on a remote basis requiring the applicant to operate from their home / home office and dealing business within their defined territories using our global financial licensing infrastructure

 

What do we require?

 

This role considering its remote nature requires an individual who is already trained and developed within Financial Services whilst training is provided on the full suite of deVere solutions this is designed to add to your existing skillset rather than train from scratch.

 

Skills in: New Business Creation, Business Development, Lead Generation, Wealth Advisory, Account Management, Face to Face Sales, Time Management are all essential to possess and have demonstratable experience in them.

 

To reiterate this is not a trainee position and applicants who do not possess these attributes will automatically be discounted from the recruitment process.

 

What do we offer?

 

  • Results based package - no fixed / basic salary is offered
  • Generous commission / AUM fees on all products - uncapped earnings
  • In House Administration
  • In House Compliance
  • Bespoke CRM
  • Full product training
  • A weekly pay-run
  • Structured, defined career progression
  • World class company performance incentives.

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