Trainee Financial Adviser

 Trainee Financial Advisers

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 the 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 Trainee Financial Advisers to join our specialist team based in Melbourne Sandringham 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 Groups far-reaching plans, we are planning to open more offices in Australias 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.


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

Relationship building with clients and solving their enquiries

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

Consistently hit set targets and KPIs


The ideal candidates:

Have previously worked in financial advisor role (More than 1-year work experience preferable)

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

Have relevant FASEA approved financial degree 

Experienced in closing business and achieving KPIs

Professional and articulate phone manner / Confident over the phone and deal with rejections 

Persistent, proactive and career driven individual with a strong work ethic

Have pro-active attitude, Self-motivated and always keen to learn

Strong sense of responsibility and independent problem-solving skills


Benefits & Rewards:

Full time 8:30am -17:00pm (include 1 hour lunch break) 

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

Structured training program to obtain financial industry qualifications (FASEA Approved Standards) 

A supportive, happy, dynamic work environment

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.


10/03/2020 $0 Bayside & South Eastern Suburbs 1 Banking & Financial Services
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