Trainee Financial Advisor - Milan

JR United Kingdom; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial institution offers a unique Trainee Financial Advisor opportunity in Milan for individuals eager to kick-start their careers in financial planning. With a structured training program and mentorship from experienced advisors, this role will provide essential skills and knowledge for a successful career in the international financial services sector.

Benefits

Direct mentorship from senior Financial Advisors

Access to cutting-edge tools and bespoke training

Qualifications

• Minimum of 2 years' professional experience; prior exposure to the financial industry beneficial but not mandatory.
• At least 2 years of experience working directly with clients; phone-based communication skills advantageous.

Responsibilities

• Work alongside senior Financial Advisors, gaining exposure to high-net-worth clients.
• Participate in a structured training program covering financial planning strategies.

Skills

Client-Facing Interaction

Adaptability

Ambition

Resilience

Solutions-Oriented Mindset

Job description

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Trainee Financial Advisor - Milan, london (city of london)

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Client:

deVere Acuma

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Begin Your Career as a Financial Planning Trainee with deVere Group in Milan

Who We Are

deVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining direct exposure to high-net-worth clients and the financial planning strategies that drive their success.

About the Opportunity

This fully-funded, entry-level programme is designed to equip you with the skills, knowledge, and experience required to become a successful Financial Advisor. Combining academic training, practical experience, and close mentoring, this role is ideal for ambitious individuals eager to establish a career in the international financial services sector.

Relocation to Milan is required, and this role is perfect for those who are motivated to immerse themselves in a fast-paced, dynamic environment while working with some of the most experienced advisors in the industry.

What We’re Looking For

• Work Experience: Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory.
• Client-Facing Interaction: At least 2 years of experience working directly with clients; phone-based communication skills are an advantage.
• Adaptability: A solutions-oriented mindset with a passion for personal and professional growth.
• Ambition and Resilience: The drive to excel in a competitive environment and a desire to progress into financial advisory roles.

Why This Programme is Exceptional

This opportunity offers direct mentorship from two senior Financial Advisors with extensive expertise in wealth management. You’ll gain access to cutting-edge tools, bespoke training, and insight into international markets, setting you on a clear path to becoming a top-tier financial planner.

Your Recruitment Journey

• Initial Screening Call – Head of Global Recruitment.
• Follow-up Call – Regional Director, Italy.
• Final Interview – 4-day online assessment programme.

Join Us in Milan

If you are ready to commit to a demanding yet rewarding career, relocate to Milan, and learn from the best in the industry, we encourage you to apply today.

Your future in financial planning starts with deVere Group. Apply now.