Experienced Financial Consultant

Company: deVere Group

Company Description deVere Group is one of the world’s leading financial advisory organizations, providing high-quality, professional advice to expatriate clients and investors across more than 100 countries. Founded in 2002 by CEO Nigel Green, the organization manages over $14 billion in assets for more than 100,000 active clients through a global network of around 500 consultants and 30+ offices.
deVere Group offers an extensive range of services, including international savings, investment bonds, retirement planning, life insurance, pension transfers, education planning, and digital assets such as Bitcoin. The company is known for delivering personalized, independent financial advice and offering unique, exclusive products to its clients. deVere Group continues to grow and creates strong career opportunities for motivated individuals who are committed to building a future in finance.
Role Description This is a full-time, on-site Financial Planner role based in the CIS region. The Financial Planner will provide tailored financial advice to a diverse portfolio of clients, including expatriates and international investors, helping them achieve their long-term financial goals.
Day-to-day responsibilities include assessing clients’ financial situations, developing comprehensive financial plans, recommending appropriate products and services, and conducting regular reviews to keep plans aligned with changing needs and market conditions. The role involves maintaining up-to-date knowledge of investment products, retirement solutions, insurance offerings, and digital assets, and presenting complex financial information in a clear and accessible manner.
The Financial Planner will collaborate with colleagues across deVere Group’s global network, adhere to regulatory standards, and contribute to business development through client relationship management and referrals.
Qualifications
* Candidates should possess strong skills in Financial Planning and Finance, with the ability to analyze client needs and create comprehensive strategies.
* Candidates should possess expertise in Personal Financial Planning and Retirement Planning to support clients in achieving long-term financial security.
* Candidates should possess or be working toward Certified Financial Planner (CFP) or an equivalent professional qualification.
* Candidates should possess excellent communication and interpersonal skills, with the ability to build trust and long-term client relationships.
* Candidates should possess strong analytical and numerical abilities, attention to detail, and familiarity with investment, insurance, and pension products.
* Candidates should possess a bachelor’s degree in finance, economics, business, or a related field; prior experience in financial advisory or wealth management is highly beneficial.
* Candidates should possess a high level of integrity, a client-focused mindset, and the capacity to work in a fast-paced, target-driven environment.

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