A PRESTIGIOUS CAREER IN

FINTECH AND WEALTH MANAGEMENT

IS IT FOR YOU?

A career at deVere allows you to run your own business within a business. That means; responsibility, control and most importantly, opportunity.

Working at deVere allows you to fast track your career in financial services.

Develop your career in the direction of your choice. 

Ready to create your own future?

Please fill in the form with your name, CV, phone number & email address.

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45

 Offices

2000+

Employees

5

Minutes to apply

Jordan

Meet

Jordan Walker

Practice Description 

Jordan offers tax-efficient solutions for clients of various nationalities. Life & Critical Illness insurance and UK pension transfers to SIPPS & QROPS are main areas of focus. Jordan also deals with inheritance tax planning for those UK domiciled and tax planning for returning expatriates. 

Professional Affiliations 

Jordan is a Chartered Member of the Chartered Institute for Securities & Investment. 

Current Responsibilities 

Jordan is a Senior Wealth Manager with deVere Acuma and has worked for the company since January 2011. Her role involves looking after a diverse bank of clients, offering expertise and support where needed. 

deVere Acuma Dubai

The Selection Process

01


Apply with your details. 

02


Interview with one of our recruitment team.

03


Training and assessment, plus a live Q&A with CEO Nigel Green

04

Welcome to deVere.

Industry Leading Career Development

The training academy provides you with the basic skill set to start your career, however, as any deVere employee will tell you, your skillset and knowledge never stop improving. The complexity and evolving nature of the wealth management industry requires constant continuous professional development and training. This involves studying for CISI, CII and other major financial planning qualifications. 

Recruits without prior industry experience will begin work as business development associates. This role allows recruits to develop their industry knowledge and skillsets. Typically, recruits will work as business development associates for 12-18 months, before they are ready to step up to the role of associate wealth consultant.     

For the most determined, there are clear routes to senior management via the business development associate route. Age is irrelevant, work ethic & results are what propel people to the top at deVere.

Roles Available

Financial Advisor

Financial advisors (like Lloyd) can work as general practitioners, or choose to specialise in one of the many areas in which deVere offer advice including: portfolio investing, pension management, asset advice, international property investment, succession planning, citizenship by investment, insurance and international taxation. 

Business Development Associate

Business Development Associate - Business development associates are the engine room of our company. Their role is to connect financial advisors with suitable prospective clients. 

In order to do this role effectively, a thorough understanding of client's needs are required. This will develop overtime through intensive training and case experience. 

Who We're Looking For.

We look to recruit from a selection of different backgrounds which offer the best transferable skills. 

It's desirable (although not essential) to have had previous experience in the following types of roles:

Financial Advisory

Those who have worked in financial services or financial advisory often find the transition seamless in terms of industry knowledge. However, applicants must have a strong inter-personal skills to make it through the recruitment process.

Banking 

Having a knowledge of financial markets & products has historically been highly beneficial for those moving into an advisory role, some of the company's top performers have a banking background.

Customer Facing Roles

The most important part of our business is our client base. As such, every interaction we have with our clients is important. We run the industries top client services department, those with a customer facing background often thrive in this team. 

 

Sales 

Successful deVere employees are those who can analyse a situation & make appropriate product suggestions to clients. A sales background is useful for this part of the role.

Get mentored by deVere CEO, Nigel Green 

deVere CEO, Nigel Green has always played a key role in how the company recruits. Nigel Green believes in the importance of personally getting involved in the selection and training process. As such, a large part of your introduction into the business will involve being mentored by Nigel Green. This will allow you to learn from one of the industries true pioneers. 

Ready to create your own future?

Please fill in the form with your name, CV, phone number & email address.

Upload your CV here:
Drag and drop files or