Finance Graduate Porto

Overview

de
Vere Group (d
V) is expanding and seeks motivated individuals for a Financial Planning career in our Porto office. We are looking for
- level Financial Planning Assistants (BDA’s) to join our professional and fully funded Financial Planning Trainee programme.

We are a leading independent financial institution offering innovative wealth and investment management services across a global network. Our career development approach is versatile, encouraging learning, development opportunities, and openness to new experiences. The Porto office provides a
- focused environment to build a career as a Financial Planner.

We welcome applicants who want to advance their careers with a company that will stretch and challenge them while providing the skills and experience needed to succeed.

What to expect

Your first year will focus on gaining experience in financial planning, understanding the client journey, report writing, analysis, and using our tools and processes. You will enroll in the CISI and CII Financial qualifications as part of your progression toward becoming a qualified Financial Planner. You will also participate in training programmes delivered by our apprenticeship provider and our Learning and Development team.

After the first year, you can specialise toward becoming a Financial Planner. We will support you to achieve additional exams and provide ongoing development to support your career.

What You Will Bring

• We do not require prior experience; we are seeking dedicated individuals who want a career in financial planning. d
  V is investing in its future talent to support growth, and we want you to be part of it.
• d
  V has a collaborative culture; you will work with multiple teams inside and outside your office during the programme, so strong teamwork is valued.
• Attention to detail and accuracy is important throughout your work.
• While client advice will be limited initially, we value good communication, people skills, and the desire to build
  - term relationships with clients.
• Good time management is essential in this demanding and varied role, as you will be managing many priorities while studying.
• Our training provides a continual learning path through
  -
  - job experiences, learning and development, and qualifications. We are looking for people who enjoy learning, seek to expand their knowledge, and invest time in their studies; each exam passed and learning opportunity benefits you professionally.

Seniorities

• Seniority level: Entry level

Employment

• Employment type: Full-time

Job function & Industries

• Job function: Sales, Business Development, and Finance
• Industries: Financial Services and Investment Banking

We encourage referrals as part of our hiring process, and you can get notified about related opportunities in Porto, Portugal.