Trainee Financial Advisor - Milan

deVere Acuma; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player offers an exciting opportunity for aspiring Financial Advisors in Milan. This fully-funded entry-level programme combines academic training and hands-on experience, providing mentorship from seasoned professionals. Ideal for ambitious individuals, this role promises exposure to high-net-worth clients and the financial planning strategies that drive success. Relocation to Milan is required, immersing you in a dynamic environment where you can grow and excel in the international financial services sector. Start your journey in financial planning today!

Qualifications

• Minimum of 2 years' professional experience, preferably in finance.
• Strong client-facing skills with phone-based communication.

Responsibilities

• Work alongside senior Financial Advisors to learn about financial planning.
• Engage with high-net-worth clients and assist in their financial strategies.

Skills

Client-Facing Interaction

Adaptability

Ambition

Resilience

Job description

Direct message the job poster from deVere Acuma

Head of Global Recruitment at deVere Group

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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