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Financial planning administrator / trainee

Telford
Internship
deVere Acuma
Financial planning administrator
Posted: 10h ago
Offer description

About Us: deVere Acuma is a Global leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients around the globe. We specialise in helping individuals and businesses achieve their financial goals through a diverse range of services, including tax-efficient investments, retirement planning, and tailored wealth management strategies.

Successful candidates must be prepared to relocate to one of our international offices to undertake the necessary training and work towards becoming a fully qualified International Financial Advisor. The training process can take up to two years, requiring full commitment to a long-term career overseas.

Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.

Training and Development: Gain the essential Chartered Institute for Securities & Investment ( CISI ) qualification.
Earning Potential: Competitive opportunities with a clear path to financial success.
Career Progression: Fast-track promotions, international placements, and leadership opportunities.
Work-Life Balance: Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
Passionate about building meaningful, long-term client relationships.
Confident in engaging clients over the phone.
Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles. This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.

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