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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 in a vibrant Milan office.
- Why this job: Kickstart your career in finance with hands-on experience and access to top industry tools.
- Qualifications: Minimum 2 years of professional experience; financial industry exposure is a plus.
- Other info: Relocation to Milan required; ideal for ambitious individuals ready to thrive.
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 services sector, especially those who have experience in wealth management. Attend industry events or join online forums to connect with potential mentors who can provide insights and advice on succeeding in this role.
✨Tip Number 3
Prepare for the final interview by practising common interview questions related to financial planning and client management. Consider role-playing scenarios where you might need to demonstrate your problem-solving skills and ability to communicate effectively with clients.
✨Tip Number 4
Showcase your ambition and resilience during the application process. Share examples from your past experiences that highlight your drive to succeed and your ability to thrive in competitive environments, as these traits are highly valued in the financial advisory field.
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 Trainee Financial Planning Administrator. Emphasise any customer service or communication skills, as these are valuable in the financial sector.
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, express your ambition and resilience. Share examples of how you've demonstrated these qualities in previous roles or experiences, as they are key attributes for success in this competitive environment.
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 perform well 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 a Trainee Financial Planning Administrator, strong communication skills are essential. During the interview, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate how you've effectively communicated in professional settings, especially if you've had any phone-based interactions.
✨Demonstrate Your Ambition and Resilience
The role requires a drive to excel in a competitive environment. Be prepared to discuss your career aspirations and how you plan to overcome challenges in your journey. Share specific instances where you've shown resilience and ambition, as this will resonate well with the interviewers.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the position is the right fit for you. Ask about the mentorship process, the tools you'll be using, or how success is measured in the role. This not only demonstrates your interest but also gives you valuable insights into the company culture.
