Trainee Financial Advisor - Milan (City of London)
Trainee Financial Advisor - Milan (City of London)

Trainee Financial Advisor - Milan (City of London)

London Internship 20000 - 30000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Trainee Financial Advisor, working closely with senior advisors and high-net-worth clients.
  • Company: deVere Group is a leading global financial institution focused on bespoke financial planning.
  • Benefits: Enjoy a fully-funded training programme, mentorship, and the chance to work in vibrant Milan.
  • Why this job: Gain invaluable experience and skills in a dynamic environment while shaping your future in finance.
  • Qualifications: 2 years of professional experience; client-facing skills preferred but not essential.
  • Other info: Relocation to Milan is required for this exciting opportunity.

The predicted salary is between 20000 - 30000 Β£ per year.

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.

Trainee Financial Advisor - Milan (City of London) employer: deVere Acuma

deVere Group is an exceptional employer that offers a unique opportunity for aspiring Financial Advisors to kickstart their careers in the vibrant city of Milan. With a strong focus on mentorship, you will work closely with seasoned professionals, gaining invaluable insights and skills in financial planning while enjoying a dynamic work culture that fosters personal and professional growth. The fully-funded training programme not only equips you with the necessary tools for success but also immerses you in an international environment, making it an ideal choice for ambitious individuals seeking meaningful and rewarding employment.
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Contact Detail:

deVere Acuma Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Trainee Financial Advisor - Milan (City of London)

✨Tip Number 1

Research deVere Group thoroughly before your interviews. Understand their values, services, and the financial planning landscape in Milan. This knowledge will help you engage in meaningful conversations and demonstrate your genuine interest in the company.

✨Tip Number 2

Prepare to showcase your client-facing experience. Think of specific examples where you've successfully interacted with clients, resolved issues, or provided solutions. This will highlight your adaptability and communication skills, which are crucial for this role.

✨Tip Number 3

Network with professionals in the financial industry, especially those who have experience in wealth management. Attend relevant events or join online forums to connect with potential mentors or colleagues who can provide insights into the role and the company culture.

✨Tip Number 4

Demonstrate your ambition and resilience during the recruitment process. Share stories that reflect your determination to succeed in a competitive environment, and be prepared to discuss how you handle challenges and setbacks in your professional journey.

We think you need these skills to ace Trainee Financial Advisor - Milan (City of London)

Client Relationship Management
Communication Skills
Financial Analysis
Problem-Solving Skills
Adaptability
Attention to Detail
Time Management
Sales Skills
Team Collaboration
Resilience
Negotiation Skills
Understanding of Financial Products
Customer Service Orientation
Motivation for Personal Development

Some tips for your application 🫑

Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Trainee Financial Advisor. Familiarise yourself with deVere Group's values and how they align with your career goals.

Tailor Your CV: Craft your CV to highlight relevant experience, especially any client-facing roles or exposure to the financial industry. Emphasise skills that demonstrate adaptability, ambition, and resilience, as these are key traits they are looking for.

Write a Compelling Cover Letter: In your cover letter, express your motivation for relocating to Milan and your eagerness to learn from experienced advisors. Share specific examples of how your past experiences have prepared you for this role and why you are passionate about financial planning.

Prepare for Interviews: Anticipate questions related to your client interaction experience and your approach to problem-solving. Be ready to discuss your long-term career aspirations in financial advisory and how you plan to achieve them within deVere Group.

How to prepare for a job interview at deVere Acuma

✨Research the Company

Before your interview, take some time to learn about deVere Group and their approach to financial planning. Understanding their values, services, and market position will help you tailor your responses and show genuine interest.

✨Prepare for Client-Facing Scenarios

Since the role involves direct interaction with clients, be ready to discuss your previous experiences in client-facing roles. Think of examples where you successfully managed client relationships or resolved issues, as this will demonstrate your suitability for the position.

✨Showcase Your Adaptability

The financial sector is fast-paced and ever-changing. Be prepared to discuss how you've adapted to new challenges in the past. Highlighting your solutions-oriented mindset will resonate well with the interviewers.

✨Express Your Ambition

This role is designed for ambitious individuals. During the interview, convey your long-term career goals and how this opportunity aligns with them. Showing that you're eager to grow and excel in a competitive environment will make a positive impression.

Trainee Financial Advisor - Milan (City of London)
deVere Acuma
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