Trainee Wealth Advisor - Wealth Advisor (Previously A Trainee) deVere Group Employee Review

5.0
11 Jan 2016
Recommend
CEO approval
Business outlook

Pros

I have been working with DeVere Group now for just less than 2 years and was part of the graduate programme. I first started my training in Malta, with everything paid for (flights, accommodation) and a base salary before I was put into the field. The training in Malta was excellent, the management have one-to-one training and you are able to gain insight from the CEO Nigel Green himself who is an inspiring individual. DeVere also aid you in passing level 1 of CISI (The Chartered Institute for Securities & Investment), they pay for your exam and provide study aids throughout the Malta training course. After Malta I was sent to Shanghai to continue my training and work one-on-one with a consultant. This involved para-planning, dealing with existing clients, learning about financial solutions and passing my level 3 CISI. I have now been a fully qualified wealth advisor for a year and the opportunity is like no other. I now have associates working under me who I train, while expanding my client base in Shanghai. The role has a massive learning curve and is not for the faint-hearted as the hours are long but extremely rewarding. DeVere Group provides you with all the tools you need to become a successful advisor, and the reason people fail is that they do not have the determination, hunger for success or positive attitude that you need. I would recommend this role for any graduate that is looking for a fast-track to success in the world's largest independent consultancy that has the right mental attitude!

Cons

This role is not easy, they are certain requirements expected by DeVere graduates; positive attitude, dynamic fast paced learning, hunger for success. I am positive that no other multi-national company can provide you with the training, tools and opportunity that DeVere does but please do not expect it to be easy!

avatar
deVere Group Response
10y
Thank you for your review. We are pleased to hear that you are enjoying your career with deVere Group and we hope that you continue to enjoy your career with us for many years to come.

Explore other reviews about deVere Group

5.0
8 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Elite, intense focus on training & development Locations Culture

Cons

Period of grind is intense before results come rolling in

1.0
2 May 2026
Recommend
CEO approval
Business outlook

Pros

I dont think there are any

Cons

Awful leadership, pay etc etc

See reviews by: Helpful|Rating|Date|All