Trainee Wealth Manager
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions.
Founded in 2002 and now comprising of 97 different legal entities globally, deVere provides a broad range of Financial Services including Wealth Management Advice, Investment Banking, Retail Banking, Asset Management and Fintech apps.
We deliver to our clients, who are individuals and corporations, the freedom, flexibility and convenience to access, manage and use their money whilst securing their major financial objectives.
We have one of the most advanced, thorough and envied training systems in the financial sector, with every team member encouraged to realise their full potential through a powerful mix of ongoing professional and personal development initiatives; structured and informal mentoring from senior colleagues, external industry figureheads and financial end economic experts; globally recognised formal industry qualifications; and management, leadership and graduate training schemes.
It’s this proactive combination that brings real-world, tangible benefits to them and, in consequence, to our clients.
Our belief is that a personalised approach to the training and development of talent is optimal. Why? Because it creates and supports an environment that values differing outlooks, questions conventions, and brings out the very best in all of our people.
We celebrate Business Development Associate training courses, highlighting deVere’s ongoing commitment to bring in new talent for the long-term benefit of the sector.
The training commences in our Centre of Excellence located in our super-hub office in London.
Whilst in training, associates will be working with international “High-net-worth” clients, alongside some of our most successful consultants, to benefit from real, ‘hands-on’ experience.
Opportunities available now to train for a career in wealth management.
https://youtu.be/pdMaQs0y4sY
Job Types: Full-time, Permanent, Graduate
Salary: £21,000.00-£30,000.00 per year
Schedule:
- 8 hour shift
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Reading: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you have the resilience and determination to train to become a financial advisor?
- Do you want a career as an international financial advisor?
- Have you completed all education and now able to fulfill a full-time role?
- Do you have a UK or EU passport with the right to work and travel within Europe?
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Trainee Wealth Manager roles across deVere London's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £21,000 - £30,000 bracket, including retirement vesting and health parity.
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