Trainee Financial Adviser l Entry Level Opportunity l Sale Experience

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Detail information about job Trainee Financial Adviser l Entry Level Opportunity l Sale Experience. Terms and conditions vacancy

Trainee Financial Adviser

Full Time 55 k + Super + Discretionary Bonus 

Graduate & Entry Level Opportunity 

Are you a recent graduate looking to kick start your career in the financial industry?

Do you have experience in sales, retail, or telesales and looking to transit into financial services industry?

Would you describe yourself as hard-working, resilient, results orientated and above all are you eager to succeed?

deVere Australia is looking for Entry Level / Trainee Financial Advisers to join our specialist team based in Melbourne Hampton East Office. This is a fantastic opportunity to join a leading international financial company; in return, you will be expected to become a confident and competent financial adviser in few years’ time through our structured training program. 

About us

deVere Group was established in 2002 by CEO Nigel Green. As more and more professionals are focused on opportunities abroad, Mr. Green has seen a niche in the financial services market for them. Today, deVere Group has developed to become one of the world's leading independent international financial consultancies.

The deVere Australia Group is part of deVere Group and was established in 2014. As part of the deVere Group’s “far-reaching plans”, we are planning to open more offices in Australia’s other major cities. As increasing demand for cross-border financial advice, we believe our business looks promising, hence, according to Mr. Green, we have “a pressing need to train and recruit the next generation of wealth management professionals to fill the impending adviser gap”.

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Your core responsibilities are:

· Work closely with one of our financial advisers and assist him/her with business development

· Conduct client data research, analyse useful information and find prospective clients

· 70% of your job in the beginning will be making outbound calls (70-90 calls per day) and booking appointments for the financial adviser

·Relationship building with clients and solving their enquiries

· Paraplanning activities, completing suitability letters, fund research, upkeep of portfolios

· Consistently hit set targets and KPIs

· Continue learning and obtain financial certificates within the training period

The ideal candidates:

· Have previously worked in sales, retail, telesales or financial service industry (More than 1-year experience preferable)

· Must be an Australian citizen or have permanent residency status or eligible visa to work full time

· Experienced in closing business and achieving KPIs

· Professional and articulate phone manner

· Mature, Persistent and career driven individual with a strong work ethic

· Self-motivated and keen to learn

· Strong sense of responsibility and an independent problem-solving attitude

Benefits & Rewards:

· $55k+ Super+ Discretionary Bonus!!!

· Full time 8:30am -17:00pm (include 1 hour break) based in Melbourne Hampton East Office

·  One-to-One mentoring and training by one of our experienced financial advisers  

·  Structured training program to obtain financial industry qualifications (RG146)

·  Ongoing opportunities to attend our annual reward events held globally

·  Exclusive access to global fund managers and institutions

Are you the RIGHT talent..

Being a financial adviser sounds fascinating. People often have very high expectations of this profession and the high paid earnings; however, they underestimate the hard-work it takes to become a successful financial adviser. If you think YOU ARE READY to commit, take these challenges, and are prepared to give over and above what is required. We are now offering a great opportunity for the right person and will guide you to become one of our top consultants.

Now, take your time in writing an impressive cover letter and CV to show us what sets you apart from other candidates and why we should give you this opportunity. Apply now. We look forward to hearing from you.

Thank you for reading this advertisement. 

If you are interested in this position, please apply via SEEK or send your application documents to [email protected]. Please note deVere Australia has a strict recruitment process, therefore, we will only contact shortlisted and will close this advertisement once we filled all the positions. Thank you.