Trainee Wealth Advisor – Junior position
Duties:
- Responsible for calling potential clients, researching and finding these clients
- Developing potential business with clients
- Lead Generation and networking
- Promoting the services provided by deVere Group
- Coordinating with your Financial Planning consultant as well as the relevant financial institutions
- Providing administrative support
Minimum Requirements:
- Matric or the equivalent
- 1+ years working experience in sales or finance (beneficial)
- International work experience (beneficial)
- Telesales (very beneficial)
- Target driven
- Highly motivated
We provide:
- World-class training that enables you to qualify as an independent financial advisor
- The opportunity to work with some of the leading institutions in the industry
- Results based promotions
All Trainee Wealth Advisor is assigned to a senior consultant. Trainee Wealth Advisor earn 20% of the deals closed by their consultant and are paid in pounds weekly (remember that this is commission based, if you do not bring in new clients, you will not earn anything). The harder you work the more you earn the faster you can climb the ladder to becoming a financial advisor.
This position can be very rewarding but it also has its challenges. You will need to be thick skinned as there will be times when people will say no, because they are in a rush or don’t completely understand that benefits of having money moved into a tax efficient environment.
In saying this, the potential to grow and excel in the company is HUGE. The opportunity to progress is there for all of our employees. Let’s say this is something that you are really interested in, and you pass the recruitment process and start off as a Trainee Wealth Advisor. If you prove yourself in a year to 18 months’ time the opportunity is there for you to step up to be a Financial advisor and if you wish you could even change offices around the globe (only after 12-18months).
If you feel this is the right challenge for you respond via email and we can then take the recruitment process further.
