Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory
This role is office based in Porto in Portugal and will require relocation.
deVere Group (dV) has great plans for expansion and wishes to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA’S) to join our professional and fully funded Financial Planning Trainee role, based in Porto.
We are one of the world's leading independent financial institutions, providing a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN, and Australasia.
We can help you achieve your professional goals while also allowing you to make a unique contribution to our company. Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients.
The combination of work experience and outstanding learning and development opportunities available within deVere will equip you with a well-rounded skill set that will enable you to build your career as a Financial Planner.
What to expect?
Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis, and how to use our tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team.
After your first year, you will be able to specialise your development towards becoming a Financial Planner. We will support you to achieve any additional exams, with ongoing development to support your career.
What You Will Bring
* We don't require prior experience, but we are searching for dedicated individuals who are serious about creating a career in financial planning with us.
* dV has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. We value team-working abilities.
* We’re looking for people who pay attention to detail and maintain accuracy throughout their work.
* We value good communication and people skills and a desire to build long-term connections with clients.
* Good time management skills are essential as this is a demanding and varied role where you will often be managing many priorities while also studying.
* We're searching for people that enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies.
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Financial Services and Investment Banking
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