Financial Planning Trainee

Details of the offer

Join deVere Group as a Financial Advisory Trainee (BDA) in Porto About Us deVere Group is a global leader in independent financial planning, operating across Europe, the Middle East, Asia, and Australasia.
We're looking for driven individuals to join our Porto office as Financial Advisory Trainee (BDA) , supporting a senior advisor in delivering world-class financial solutions to clients.
What We Offer A fully funded training programme , including CII qualifications (level 6), to help you build a career as a Financial Planner.
Direct mentorship and guidance to help you develop professionally, with a clear pathway to progression.
Comprehensive support, including financial assistance for exams and daily collaboration with experienced advisors.
Additional benefits such as team-building incentives and access to performance-driven rewards.
The Role Assist a senior advisor with client management, marketing, and business development.
Gain hands-on experience in financial planning, including report writing and understanding investment strategies.
Play a key role in supporting client acquisition and managing leads, with the opportunity to earn commissions on all business generated.
Join an existing team of 2 current trainees.
£15,000 base salary, 10% commission on all business generated, and an additional £4,800 in accommodation support.
Numerous incentives.
Who You Are A motivated individual with a strong desire to build a career in financial planning.
Eager to excel in a demanding environment, with mentoring and structured support.
Strong communication and organisational skills, with a proactive attitude and willingness to learn.
Why Join deVere?
At deVere, you'll receive the tools and guidance needed to thrive in a challenging but rewarding career.
Our collaborative environment ensures you'll have access to the support and development opportunities required to succeed.
Take the first step in your financial planning career.
Click "Apply" now to join deVere Group in Porto.


Nominal Salary: To be agreed

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