High Net Worth Financial Advisors

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.