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Trainee Financial Advisor - Milan

JR United Kingdom

London

On-site

GBP 125,000 - 150,000

Full time

20 days ago

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Job summary

An established industry player is offering a unique entry-level opportunity as a Financial Planning Trainee. This fully-funded program is designed for motivated individuals eager to establish a career in the international financial services sector. You will gain invaluable experience working closely with seasoned Financial Advisors, receiving mentorship and training that will set you on a clear path to success. Relocation to Milan is required, providing an exciting chance to immerse yourself in a dynamic environment while developing your skills in financial planning. If you're ready to take the next step in your career, this is the opportunity for you.

Qualifications

  • Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial.
  • Strong phone-based communication skills are an advantage.

Responsibilities

  • Work alongside senior Financial Advisors in a fast-paced environment.
  • Gain exposure to high-net-worth clients and financial planning strategies.

Skills

Client-Facing Interaction
Adaptability
Ambition
Resilience

Job description

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Client:

deVere Acuma

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

30.03.2025

Expiry Date:

14.05.2025

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

  1. Work Experience: Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory.
  2. Client-Facing Interaction: At least 2 years of experience working directly with clients; phone-based communication skills are an advantage.
  3. Adaptability: A solutions-oriented mindset with a passion for personal and professional growth.
  4. 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

  1. Initial Screening Call – Head of Global Recruitment.
  2. Follow-up Call – Regional Director, Italy.
  3. 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.

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