Experienced Financial Consultant – Financial Planner
deVere Group · Noursoultan
Job description
About the role
We are seeking an experienced Financial Consultant to join deVere Group’s CIS team as a full‑time, on‑site Financial Planner. In this role you will work directly with expatriate and international investors, helping them achieve long‑term financial objectives through personalised advice.
Key responsibilities
- Assess clients’ financial situations and develop comprehensive, tailored financial plans.
- Recommend suitable investment, retirement, insurance and digital‑asset products.
- Conduct regular plan reviews and adjust recommendations to reflect market changes and client needs.
- Maintain up‑to‑date knowledge of a wide range of financial products and regulatory requirements.
- Present complex financial concepts in a clear, client‑friendly manner.
- Collaborate with deVere’s global network of consultants and support business development through referrals and relationship management.
Required profile
- Strong background in financial planning, personal finance and retirement planning.
- Working towards or holding a Certified Financial Planner (CFP) or equivalent qualification.
- Bachelor’s degree in finance, economics, business or a related field.
- Proven experience in financial advisory or wealth‑management environments.
- High integrity, client‑focused mindset and ability to thrive in a target‑driven setting.
Required skills
What we offer
- Opportunity to work within a global financial advisory network.
- Access to exclusive products and a diverse client base.
- Professional development and support for CFP certification.
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Published 1 month ago
Expires 3 weeks from now
19 views · 0 interested
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deVere Group
Noursoultan
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