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Trainee Financial Advisor - Milan

Trainee Financial Advisor - Milan

Acuma L.L.C.Manchester, England, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

4 weeks ago Be among the first 25 applicants

Direct message the job poster from deVere Acuma

Head of Global Recruitment at deVere Group

Begin Your Financial Planning Career in Milan with deVere Group Italia.

Join a globally recognised institution in our Milan office, working alongside two senior Financial Advisors. This fully funded, entry-level opportunity offers direct exposure to high-net-worth clients and bespoke financial planning strategies.

What We Offer :

Hands-on training and direct mentorship from experienced Advisors

Clear progression to a fully qualified international Financial Advisor

Access to cutting-edge tools and international market insight

Structured learning through academic modules and practical experience

Core Responsibilities :

Engage in client outreach, research, and lead generation

Handle administrative and compliance processes

Contribute to marketing efforts and digital lead strategies

Embrace mentoring with the aim of becoming a qualified Advisor

Our Ideal Candidate :

Minimum 2 years of professional experience, ideally in client-facing roles

Strong communication skills, including over the phone

Adaptable, solutions-oriented, and committed to growth

Ambitious and resilient with a desire to build a long-term advisory career

Holding an EU passport is strongly favoured

Recruitment Process :

Initial call with our Head of Global Recruitment

Follow-up call with our Regional Director for Italy

Final stage : 4-day online assessment

If you’re driven, coachable, and ready to relocate to Milan to begin your career in international financial services, apply today.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Referrals increase your chances of interviewing at deVere Acuma by 2x

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Financial Advisor • Manchester, England, United Kingdom