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- Tasks: Join us as a Trainee Financial Planning Administrator, working closely with senior advisors.
- Company: deVere Group is a leading global financial institution focused on bespoke financial planning.
- Benefits: Enjoy a fully-funded training programme and mentorship from industry experts in Milan.
- Why this job: Kickstart your career in finance with hands-on experience and access to high-net-worth clients.
- Qualifications: Minimum 2 years of professional experience; financial industry exposure is a plus.
- Other info: Relocation to Milan is required for this dynamic and rewarding opportunity.
Begin your career as a Financial Planning Trainee with deVere Group in Milan. 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.
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.
- Work Experience: Minimum of 2 years' professional experience; prior exposure to the financial industry is beneficial but not mandatory.
- Skills: Phone-based communication skills are an advantage. 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.
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.
Final Interview – 4-day online assessment programme.
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.
Trainee Financial Planning Administrator employer: deVere Acuma
Contact Detail:
deVere Acuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planning Administrator
✨Tip Number 1
Research deVere Group thoroughly before your interview. Understand their services, values, and the financial planning strategies they employ. This knowledge will help you engage in meaningful conversations and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who have experience in high-net-worth client management. Attend relevant events or webinars to build connections that could provide insights and potentially refer you to opportunities at deVere Group.
✨Tip Number 3
Prepare for the online assessment programme by practising common financial scenarios and case studies. Familiarise yourself with financial concepts and tools that are relevant to the role, as this will help you perform confidently during the assessment.
✨Tip Number 4
Showcase your ambition and resilience during interviews by sharing examples of challenges you've overcome in previous roles. Highlight your solutions-oriented mindset and eagerness to learn, as these traits are highly valued in a fast-paced environment like deVere Group.
We think you need these skills to ace Trainee Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience, skills, and education that align with the role of a Financial Planning Trainee. Emphasise any customer service or communication skills, as these are crucial for working with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your motivation to relocate to Milan. Mention why you are interested in deVere Group specifically and how you can contribute to their team.
Highlight Your Ambition: In your application, clearly express your ambition and resilience. Share examples of how you've overcome challenges in the past and your desire to grow within the financial services sector.
Prepare for the Online Assessment: Since there is a final interview involving a 4-day online assessment programme, prepare by researching common assessment tasks in the financial sector. Practice your problem-solving and analytical skills to excel during this stage.
How to prepare for a job interview at deVere Acuma
✨Research deVere Group
Before your interview, take the time to understand deVere Group's mission, values, and services. Familiarise yourself with their approach to financial planning and the types of clients they serve. This knowledge will help you demonstrate your genuine interest in the company and its operations.
✨Showcase Your Communication Skills
As this role involves phone-based communication, practice articulating your thoughts clearly and confidently. Prepare to discuss your previous experiences where effective communication played a key role, even if they are not directly related to finance.
✨Demonstrate Your Ambition
Highlight your ambition and resilience during the interview. Share examples of how you've overcome challenges in the past and your desire to grow within the financial services sector. This will resonate well with the interviewers looking for motivated candidates.
✨Prepare Questions for Your Interviewers
Have a list of insightful questions ready to ask your interviewers. Inquire about the mentorship process, the tools you'll be using, or the types of clients you might work with. This shows that you're proactive and genuinely interested in the role and the company.
