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Wealth management trainee

Edinburgh
Internship
deVere Investment Ltd
Wealth manager
Posted: 15 September
Offer description

Overview

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Malta, followed by permanent placement in one of our international offices. The training for this overseas role officially starts on 13th October 2025.


About Us

We are a world-leading financial advisory organisation, managing over $10 billion in assets for more than 80,000 clients across 100 countries. We offer a structured pathway to becoming a fully qualified financial advisor, supported by comprehensive training and internationally recognised qualifications.


The Role

We are looking for energetic, organised individuals with experience in sales, business development, or lead generation. You will support advisors by expanding our client base, helping manage relationships, and contributing directly to our global success, while working towards your own development as a financial consultant.


Core Responsibilities:

* Identify new business opportunities through research, referrals, and outreach
* Develop digital marketing and social media strategies
* Manage administrative and compliance processes
* Build referral networks and collaborate with advisors to grow portfolios
* Work towards becoming a fully qualified financial advisor


What We Offer:

* A structured pathway to full financial advisory qualification
* Extensive training and hands-on international exposure
* Full relocation assistance
* Career progression in a global organisation


Our Ideal Candidate:

* Minimum one year of sales, business development, or lead generation experience
* Strong communication skills across phone, video, and in-person platforms
* A drive for success, adaptability, and resilience
* Innovative, with a passion for networking and relationship building
* Integrity and a desire to grow in financial services


Seniority level

* Associate


Employment type

* Full-time


Job function

* Sales, Business Development, and Customer Service


Industries

* Financial Services
* Real Estate
* Banking
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