Trainee Financial Advisor

Take the First Step Towards an International Career

Begin your journey in financial advisory with a 2-month intensive training programme based in Mauritius, followed by permanent placement in one of our international offices. This overseas role officially starts in January 2026.

About Us

We are a world-leading financial advisory organisation, managing over $10 billion in assets for more than 80,000 clients across 100 countries. We provide a structured pathway to becoming a fully qualified financial advisor, supported by comprehensive training, mentorship, and internationally recognised qualifications.

The Role – Business Development Pathway to Financial Advisory

We are looking for energetic, organised individuals with experience in sales, business development, or lead generation. You will work directly with advisors to grow their client base, manage relationships, and contribute to business success, all while gaining the skills and experience needed to become a fully qualified financial advisor.

Core Responsibilities

• Identify new business opportunities through research, referrals, and outreach
• Develop digital marketing and social media strategies to attract prospects
• Support administrative and compliance processes
• Build referral networks and collaborate with advisors to grow portfolios
• Work towards completing your financial advisory qualifications

What We Offer

• A structured pathway to full financial advisory qualification
• Extensive training, mentorship, and hands-on international exposure
• Relocation support including visaS
• Career progression in a global organisation

Our Ideal Candidate

• Minimum one year of experience in sales, business development, or lead generation
• Strong communication skills on phone, video, and in-person
• Motivated, adaptable, and resilient under pressure
• Passionate about networking, relationship building, and personal development
• Committed to pursuing a long-term career in financial services