Financial Planning Consultant
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Role Overview
The Independent Financial Advisor provides personalized solutions to help clients grow and protect their wealth in a tax-efficient manner.
The role serves high-net-worth individuals and requires a client-first mentality.
Key Skills for This Role
Full Job Posting
About deVere Group
deVere Group is a global financial advisory company serving individuals, corporations, and institutions worldwide.
The company provides financial planning and wealth management services including retirement planning, tax planning, investment advice, and insurance solutions.
Role Overview
The Independent Financial Advisor provides personalized solutions to help clients grow and protect their wealth in a tax-efficient manner.
The role serves high-net-worth individuals and requires a client-first mentality.
Products and Knowledge
- The advisor should be familiar with lump sum investments, fixed-income products, global funds including equity, venture capital, and ESG funds.
- Relevant products also include portfolio bonds, regular savings plans, international pension planning, and fintech.
- The role requires familiarity with relevant legislation and regulations.
Fundamental Attributes
- Commercial acumen, networking and client identification ability, resilience, and comfort in a performance-driven environment are required.
- A holistic approach and team-player mindset are expected in a fast-paced environment.
Advisor Responsibilities
- Invest and manage clients' funds.
- Offer sound advice on future investments.
- Evaluate client spending habits to support financial efficiency.
- Keep clients informed about relevant products, services, and regulations.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career