Financial Planning Coordinators


deVere Group is looking to recruit financial planning coordinators. Although successful candidates will be given the appropriate training in financial services, the person filling the post will ideally be someone who has previously worked in client-facing roles before.

Therefore, outstanding communication skills are among the most important attributes of the successful candidate. We are also looking for candidates that have a strong sense of organisation, determination, a flawless work ethic and a proven ability to excel beyond targets and deadlines. These are all essential to being successful in the role.

Prosperous candidates would need to be self-confident and assured, especially when it comes to telephone communications. Importantly, they must also be willing to relocate to one of our global offices.

Working alongside an appointed Financial Planning Consultant, you will help them to secure appointments through extensive networking and area-based client research.

The role also includes:

• Developing potential business with clients
• Promoting the services provided by deVere Group
• Co-ordinating with your Financial Planning consultant as well as the relevant financial institutions
• Providing administrative support
• Networking and creating a chain of connections to gain knowledge of potential clients
deVere Group will also provide you with comprehensive training which will allow you to progress within your role as a coordinator. Moreover, should you wish to develop your role within the company, deVere Group will train you as an international financial planning consultant further down the line.

This is a fantastic prospect for a highly-motivated individual to move into the financial services industry and become part of the world’s leading independent financial consultancy.

If you think you have what it takes to become a financial planning coordinator, apply below and start your prosperous career with deVere Group today!!


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