Trainee Financial Advisor - Milan

Acuma L.L.C.; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services institution is seeking an entry-level Financial Advisor to join their Milan office. This role offers hands-on training, mentorship, and a clear pathway to becoming a qualified advisor. Ideal candidates are adaptable, ambitious, and possess strong communication skills, with a commitment to a career in international financial services.

Qualifications

• Minimum 2 years of professional experience in client-facing roles.
• Strong communication skills, especially over the phone.
• Ambitious and resilient with a desire to build a long-term advisory career.

Responsibilities

• Engage in client outreach, research, and lead generation.
• Handle administrative and compliance processes.
• Contribute to marketing efforts and digital lead strategies.

Skills

Communication

Adaptability

Problem Solving

Job description

4 weeks ago Be among the first 25 applicants

Direct message the job poster from deVere Acuma

Head of Global Recruitment at deVere Group

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

Join a globally recognised 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:

Hands-on training and direct mentorship from experienced Advisors

Clear progression to a fully qualified international Financial Advisor

Access to cutting-edge tools and international market insight

Structured learning through academic modules and practical experience

Core Responsibilities:

Engage in client outreach, research, and lead generation

Handle administrative and compliance processes

Contribute to marketing efforts and digital lead strategies

Embrace mentoring with the aim of becoming a qualified Advisor

Our Ideal Candidate:

Minimum 2 years of professional experience, ideally in client-facing roles

Strong communication skills, including over the phone

Adaptable, solutions-oriented, and committed to growth

Ambitious and resilient with a desire to build a long-term advisory career

Holding an EU passport is strongly favoured

Recruitment Process:

Initial call with our Head of Global Recruitment

Follow-up call with our Regional Director for Italy

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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