Financial Planning Consultant

About the role

The Financial Planning Consultant will join deVere Group’s Wealth Management team to deliver comprehensive financial advice to expatriate and global investors. This full‑time, on‑site position involves managing a personal client book and providing tailored planning across investment, retirement and wealth preservation.

Key responsibilities

• Conduct market research to identify investment opportunities and trends.
• Meet clients and develop holistic financial plans covering wealth, retirement and investment strategies.
• Build and maintain strong, long‑term client relationships.
• Implement customized wealth management strategies for each client.
• Identify and pursue new business opportunities through networking and marketing activities.

Required profile

• Proven experience as an Investment Advisor or similar financial planning role.
• Strong background in finance and financial planning, with preferred experience in retirement planning.
• Track record of managing a substantial client book.
• In‑depth knowledge of investment products and the broader investment industry.
• Excellent communication, interpersonal and analytical abilities.
• Client‑focused mindset and commitment to continuous professional development.

Required skills

• Strong analytical and problem‑solving capabilities.
• Excellent communication and interpersonal skills.
• Client‑focused approach to delivering financial advice.