Business Development Associate Porto

Head of European & International Regional Recruitment | de
Vere - The World's Leading Tech-Driven Wealth Creation Advisory

About the Company

de
Vere Group (d
V) are at the forefront of independent
- driven financial planning. We have an opportunity for an
- level Financial Planning Assistants (BDA), who has a strong connection with Portugal, preferably the Algarve region, to work alongside one of our Geneva based Area Managers and to be based in our Porto office.

We are the world's leading independent financial institution, providing a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and the Australasian region.

Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients. The combination of work experience and outstanding learning and development opportunities available within our Porto office will equip you with a
- rounded skill set, that will enable you to build your career as a Financial Planner. We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving the skills and experience you need to succeed.

You will have:

• Confidence, reliability, diligence, and a proactive,
  - driven mindset.
• A genuine commitment to contributing and assisting.
• A
  - oriented approach that is unafraid of failure.
• Interests in activities such as golf, cycling, watersports, fitness, and other sports.

Candidates should provide examples of their past actions and achievements, along with a statement explaining why they are suited for the position. Attitude will be critical in this role.

About the Role

Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis and how to use our tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team. After your first year, you will be able to specialise your development towards becoming a Financial Planner.

You will be working alongside our Area Manager to source, prospect and book UK nationals and
- pats that are current in, or moving to, Portugal.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Business Development, and Finance
• Industries: Financial Services and Investment Banking

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