Trainee Financial Advisor - Milan

deVere Acuma; Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a leading financial institution in Milan as an entry-level Financial Advisor. This role offers hands-on training, mentorship, and the opportunity to work with high-net-worth clients. Candidates should possess strong communication skills and a commitment to growth in financial services.

Benefits

Hands-on training

Direct mentorship

Access to cutting-edge tools

Structured learning

Qualifications

• Minimum 2 years of professional experience in client-facing roles.

Responsibilities

• Support Advisors in client management and portfolio development.
• Engage in client outreach, research, and lead generation.
• Handle administrative and compliance processes.

Skills

Communication

Adaptability

Problem Solving

Job description

Begin Your Financial Planning Career in Milan with deVere Group Italia.

Join a globally recognized institution in our Milan office, working alongside two senior Financial Advisors. This fully funded, entry-level opportunity offers direct exposure to high-net-worth clients and bespoke financial planning strategies.

What We Offer:

1. Hands-on training and direct mentorship from experienced Advisors
2. Clear progression to a fully qualified international Financial Advisor
3. Access to cutting-edge tools and international market insight
4. Structured learning through academic modules and practical experience

Core Responsibilities:

1. Support Advisors in client management and portfolio development
2. Engage in client outreach, research, and lead generation
3. Handle administrative and compliance processes
4. Contribute to marketing efforts and digital lead strategies
5. Embrace mentoring with the aim of becoming a qualified Advisor

Our Ideal Candidate:

1. Minimum 2 years of professional experience, ideally in client-facing roles
2. Strong communication skills, including over the phone
3. Adaptable, solutions-oriented, and committed to growth
4. Ambitious and resilient with a desire to build a long-term advisory career
5. Holding an EU passport is strongly favored

Recruitment Process:

1. Initial call with our Head of Global Recruitment
2. Follow-up call with our Regional Director for Italy
3. Final stage: 4-day online assessment

If you’re driven, coachable, and ready to relocate to Milan to begin your career in international financial services, apply today.