Experience

deVere-Spain

• Spain
• Financial Services
• 1 - 100 Employee

• Personal Assistant to Director

  • Nov 2022 - Present

  deVere Group is the world's largest independent financial consultancy group. International investors and expatriates employ us to find financial services products that suit their medium to long-term requirements for insurance, investments, savings and pensions. With in excess of US $9 billion of funds under administration and management, deVere has more than 70,000 clients in over a hundred countries. The deVere Group are the market leaders in QROPS (Qualifying Recognised Overseas Pensions Schemes) allowing expats to confidently and cost effectively move their UK pension to a more secure, transparent and actively managed HMRC approved scheme. Specialties: UK pension, QROPS, QNUPS, EURBS, Savings Plans, Inheritance tax planning, Trusts, Portfolio Management, Pension & Retirement Planning, Education Fee Planning, Lump Sum and Offshore Investment, Life Insurance, Wills, Foreign Exchange, International Mortgages, International Healthcare, Fund Platform, Online Trading, Private Banking Show less



deVere Group

• United Arab Emirates
• Financial Services
• 700 & Above Employee

• Account Executive – deVere Spain

  • Nov 2012 - Jan 2023



AMASS

• Spain

• Pension Administrator

  • Oct 2010 - Oct 2012

  Providing the best possible options to maximise client’s wealth though comprehensive strategies and products. Adhering to best practice procedures in all aspects of pension administration related tasks as defined by the Company. Providing the best possible options to maximise client’s wealth though comprehensive strategies and products. Adhering to best practice procedures in all aspects of pension administration related tasks as defined by the Company.