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- Tasks: Assist senior Financial Advisors and learn financial planning strategies.
- Company: Join deVere Group, a leading global financial institution in Milan.
- Benefits: Enjoy a fully-funded training programme and mentorship from industry experts.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Minimum 2 years of professional experience; financial industry exposure is a plus.
- Other info: Relocation to Milan required; ideal for ambitious individuals ready for a challenge.
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 Assistant employer: deVere Acuma
Contact Detail:
deVere Acuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planning Assistant
✨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 industry, especially those who have experience in financial planning. 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 3
Prepare for the final interview by practising common interview questions related to financial planning and client management. Consider how you would handle various scenarios that may arise in a financial advisory role, showcasing your problem-solving skills and resilience.
✨Tip Number 4
Demonstrate your ambition and commitment to personal growth during the interview process. Share examples of how you've overcome challenges in the past and express your eagerness to learn from the senior advisors at deVere Group, highlighting your long-term career goals in financial planning.
We think you need these skills to ace Trainee Financial Planning Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Trainee Financial Planning Assistant. Familiarise yourself with the financial planning industry and the specific skills required for this position.
Tailor Your CV: Craft your CV to highlight relevant experience, even if it's not directly in finance. Emphasise transferable skills such as communication, problem-solving, and any customer service roles that demonstrate your ability to work with clients.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention why you are interested in financial planning and how the opportunity aligns with your career goals. Be sure to convey your ambition and resilience.
Prepare for the Online Assessment: Since there is a final interview involving a 4-day online assessment programme, prepare by practising common financial scenarios and case studies. This will help you demonstrate your analytical skills and solutions-oriented mindset during the assessment.
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 Assistant, 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 determination in achieving your goals.
✨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.
