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Wealth Managers - Cape Town

Thursday, 7 February 2013

Item details

City: Cape Town, Western Cape


Contact name DONOVAN
Phone 0218310900

Item description

Role specification: Financial Consultant

The deVere Group, a member of the CISI (Chartered Institute for Securities & Investment), is the world’s largest independent financial consultancy group. With offices in over 60 countries, the business has over 60,000 clients worldwide.

As a Financial Consultant, your role will be to assist British expatriates and international investors in their medium to long term personal financial planning, in your chosen location worldwide.

In this client-facing role you will give clients all the guidance they need to realize their personal financial goals. This will involve effective and assured communication skills, information gathering, matching requirements to market leading products and closing sales or referring the enquiries to a colleague.

The deVere Group will provide you with a high net worth client base and client leads provided through our global network of offices, as well as leading resources and facilities. You will report to the Country Manager/Regional Manager in your chosen location.

We offer:
•Full training and development to achieve international qualifications (CISI)
•Access to exclusive market leading products
•Impressive and potentially uncapped tax free earnings
•Defined career path
•Ongoing support
•OTE of £100 000 in your first year

We look for:
•Success and target driven individuals
•Excellent communication skills
•Eagerness to further or build a career in financial consultancy
•Ability to adapt to a fast-paced environment
•Proven business builders
•Hard working

Qualifications & experience:
•Matric is required together with a minimum of 3 years external sales experience, financial consultancy experience is not required as you will receive full training followed by an assessment prior to starting your new role.

To discuss this opportunity please send a detailed CV to
If you have not been contacted within 2 weeks, please consider your application to have been unsuccessful.