Trainee Wealth Advisor - Anonymous employee deVere Group Employee Review

4.0
Sep 5, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

One of those jobs that you'll either love or hate. Honestly, it may just not be for you. I came out seeking a technical role but the reality this is a sales role, at least until you become more qualified and advance in the rankings. Coming from a finance background it was a bit of a shock, however you are trained technically for the first week and your CISI qualification will help you develop in that aspect. - Location - Malta for 6 weeks - CEO interaction - gave us multiple talks daily and spoke to us individually, not many CEOs would do that - Pay for your CISI Level 1 qualification - Accommodation provided for throughout, transport for first week - Great people, and management care - The more work you put in the more you'll get out, self-development wise and results wise - Opportunity/choice to work in most of the 71 offices provided you do well during the training

Cons

- Sales = Cold Calling, although once you build up your client base through this method post-training you'll be managing your current client base (from what I've heard) - Long hours - if you're not driven and self-motivated don't bother, you're effectively self-employed once you're in the field. Need to be committed - Salary structure and pay

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5.0
Jun 8, 2026
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Pros

Elite, intense focus on training & development Locations Culture

Cons

Period of grind is intense before results come rolling in

1.0
May 2, 2026
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CEO approval
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Pros

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Cons

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