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Company Description

deVere Group is a global financial advisory organization specializing in providing professional, personalized advice to expatriate clients and investors worldwide. Established in 2002, the company now manages over $14 billion in assets for more than 100,000 active clients across 100+ countries. With consultants based in 30+ offices, deVere Group offers extensive services, including international savings, investment bonds, retirement planning, life insurance, pension transfers, education planning, and digital assets.

The organization emphasizes independent advice, exclusive financial products, and strong career development opportunities for finance professionals. deVere Group continues to expand, creating new roles for individuals who are motivated to grow in the financial services industry.

Role Description

This is a full-time, remote-based Investment Advisor role. The Investment Advisor will provide tailored financial advice to clients, focusing on investment strategies, retirement planning, savings, and protection solutions aligned with individual needs and risk profiles.

Daily responsibilities include meeting with clients, assessing their financial goals, preparing and presenting investment proposals, and maintaining regular follow-up to ensure ongoing portfolio performance and client satisfaction.

The role involves staying current with market trends, products, and regulatory requirements, as well as collaborating with colleagues across deVere Group to deliver high-quality, compliant advice.

The Investment Advisor will also contribute to business development by identifying new client opportunities and fostering long-term relationships.

Qualifications

Candidates should possess strong skills in Financial Planning and Finance to analyze client situations and build comprehensive advisory solutions.
Candidates should possess solid knowledge of Investments and Investment Strategies to construct, monitor, and adapt client portfolios.
Candidates should possess excellent Customer Service skills to build trust, manage ongoing relationships, and deliver responsive support.
Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
Professional certifications in financial advice or investment management (e.g., CFP, CFA, or equivalent) are an advantage.
Strong analytical, communication, and presentation abilities, with proficiency in English; additional languages are a plus.
Demonstrated ability to work in a target-driven environment while maintaining ethical and regulatory standards.
Interest in global markets and willingness to develop a long-term career in financial advisory.

Company Description

deVere Group is a global financial advisory organization specializing in providing professional, personalized advice to expatriate clients and investors worldwide. Established in 2002, the company now manages over $14 billion in assets for more than 100,000 active clients across 100+ countries. With consultants based in 30+ offices, deVere Group offers extensive services, including international savings, investment bonds, retirement planning, life insurance, pension transfers, education planning, and digital assets.

The organization emphasizes independent advice, exclusive financial products, and strong career development opportunities for finance professionals. deVere Group continues to expand, creating new roles for individuals who are motivated to grow in the financial services industry.

Role Description

This is a full-time, remote-based Investment Advisor role. The Investment Advisor will provide tailored financial advice to clients, focusing on investment strategies, retirement planning, savings, and protection solutions aligned with individual needs and risk profiles.

Daily responsibilities include meeting with clients, assessing their financial goals, preparing and presenting investment proposals, and maintaining regular follow-up to ensure ongoing portfolio performance and client satisfaction.

The role involves staying current with market trends, products, and regulatory requirements, as well as collaborating with colleagues across deVere Group to deliver high-quality, compliant advice.

The Investment Advisor will also contribute to business development by identifying new client opportunities and fostering long-term relationships.

Qualifications

Candidates should possess strong skills in Financial Planning and Finance to analyze client situations and build comprehensive advisory solutions.
Candidates should possess solid knowledge of Investments and Investment Strategies to construct, monitor, and adapt client portfolios.
Candidates should possess excellent Customer Service skills to build trust, manage ongoing relationships, and deliver responsive support.
Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
Professional certifications in financial advice or investment management (e.g., CFP, CFA, or equivalent) are an advantage.
Strong analytical, communication, and presentation abilities, with proficiency in English; additional languages are a plus.
Demonstrated ability to work in a target-driven environment while maintaining ethical and regulatory standards.
Interest in global markets and willingness to develop a long-term career in financial advisory.