Financial Planning Consultant

TN Italy; Milano; In loco; EUR 40.000 - 80.000; Tempo pieno

Descrizione del lavoro

An established industry player in wealth tech seeks experienced financial advisors to join their dynamic team. This role emphasizes personal client engagement, requiring strong analytical and communication skills. Advisors will receive comprehensive training on a full suite of financial solutions, ensuring they are equipped to meet diverse client needs. The company offers a structured career progression, generous income opportunities, and performance incentives, making it an exciting place for those looking to thrive in the financial services sector. Join a forward-thinking organization and help clients achieve their financial goals.

Servizi

Generous high income

In-house administration

In-house compliance

Full product training

Weekly pay run

Structured career progression

Performance incentives

Competenze

• Experience in the Financial Services sector is essential.
• Strong analytical and communication skills are required.

Mansioni

• Provide tailored financial advice to clients.
• Collaborate with clients to structure complex financing solutions.

Conoscenze

Analytical Skills

Communication Skills

Interpersonal Skills

Formazione

Experience in Financial Services

Strumenti

Bespoke CRM

Descrizione del lavoro

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deVere Group of companies are the world’s premier wealth tech and advice organisation. Through its well-regulated subsidiaries, deVere Group accesses cutting-edge technology to offer the best products and opportunities in the International Financial Services sector.

Our advisors provide financial solutions driven by face-to-face advice combined with evolving technology, enabling clients to achieve their financial goals in a changing landscape.

Working in a dynamic environment, our advisors collaborate closely with clients to structure and execute complex financing and risk management solutions across a broad spectrum of products, including fixed income, private equity, commodities, hedge funds, and real estate.

Our Advisors are committed to providing objective investment advice tailored to clients' needs, offering digital solutions to help meet financial goals and build long-term relationships.

What do we require?

This role requires an experienced individual already trained and developed within the Financial Services sector. Comprehensive training on deVere's full suite of financial solutions will be provided to enhance your existing expertise.

You should be comfortable working with people and possess strong analytical, communication, and interpersonal skills to succeed with clients and team members.

What do we offer?

• Generous high income
• In-house administration
• In-house compliance
• Bespoke CRM
• Full product training
• Weekly pay run
• Structured, defined career progression
• World-class company performance incentives