Trainee Wealth Manager - Portugal Based

T-pro; Ireland; On-site; EUR 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm is seeking entry-level Financial Planning Assistants for a fully funded trainee role in Portugal. The position offers comprehensive training, development opportunities, and a clear path to becoming a qualified Financial Planner. Ideal candidates are dedicated, detail-oriented, and eager to learn.

Qualifications

• Dedicated individuals serious about a career in financial planning.
• Good communication and people skills.
• Enjoy learning new things and investing time in studies.

Responsibilities

• Gain experience in financial planning and client journey.
• Learn report writing and different types of analysis.
• Enroll in CISI and CII Financial qualifications.

Skills

Teamwork

Attention to detail

Communication

Time management

Desire to learn

Job description

3 weeks ago Be among the first 25 applicants

This range is provided by deVere Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from deVere Group

Head of European & International Regional Recruitment | deVere - The World's Leading Tech-Driven Wealth Creation Advisory

This role is based in Portugal and will require relocation

Who We Are

deVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA’S) to join our professional and fully funded Financial Planning Trainee role in our Porto office.

We are one of the world's leading independent financial institutions, we provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle East, India, Europe, Africa, East Asia, ASEAN and the Australasia.

We can help you achieve your professional goals while also allowing you to make a unique contribution to our company. Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients.

The combination of work experience and outstanding learning and development opportunities available within our Porto office will equip you with a well-rounded skill set, that will enable you to build your career as a Financial Planner.

We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving the skills and experience you need to succeed.

What to expect?

Your first year will be spent gaining experience and learning everything there is to know about financial planning. You'll learn about the client journey, report writing, different types of analysis and how to use our tools and processes. You'll also enroll in the CISI and CII Financial qualifications, which will start your journey to becoming a qualified Financial Planner. You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team.

After your first year, you will be able to specialise your development towards becoming a Financial Planner. We will support you to achieve any additional exams, with ongoing development to support your career.

What You Will Bring

• We don't require prior experience, but we are searching for dedicated individuals who are serious about creating a career in financial planning with us. We're making a significant investment in our future financial planning talent to help support and drive dV's growth, and we need you to be a part of it.
• dV has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. As a result, we value team-working abilities.
• We’re looking for people who pay attention to detail and maintain accuracy throughout their work.
• Whilst client Advice will be limited initially, we are looking for those who can succeed as their careers advance. We value good communication and people skills and a desire to build long-term connections with clients.
• We need you to have good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying.
• Through on-the-job experiences, learning and development, and qualifications, our training provides you with a continual learning path. We're searching for people that enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies. While challenging at times, we are confident that each exam you pass, and every opportunity taken to learn will benefit you both personally and professionally.

dV is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know by emailing and we will do our best to make suitable adjustments.

To start your journey with us, please click the “Apply” button below. Some of our vacancies receive high numbers of applications, so we would encourage you to apply as early as possible.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Financial Services and Investment Banking

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