Milan – Financial Services (IFA)

UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.

About the Company
Our client is a dynamic and fast-growing financial services firm recognized for its commitment to excellence, sustainability, and client success.

With a strong leadership team and a culture built around continuous learning and professional development, the business is focused on helping both clients and advisors achieve long-term success. Their approach combines independent financial advice with access to international markets, cutting-edge tools, and multi-jurisdictional licensing.
Wealth Manager Opportunity (International)
Our client is seeking ambitious and driven Wealth Managers to join their expanding international team.

This role offers the opportunity to work with a diverse client base, delivering personalized financial planning and investment advice while building long-term client relationships and growing assets under management.
The Role
You will take a consultative approach to financial planning, working closely with clients to understand their goals and deliver tailored solutions across a wide range of financial products.

Your responsibilities will include:

• Building and expanding a client base within wealth management (B2C)

• Providing personalized financial advice and maintaining strong client relationships

• Identifying opportunities to grow assets under management

• Conducting detailed client reviews and developing long-term financial strategies

• Recommending suitable investment and financial planning solutions

• Staying informed on global markets and financial trends

What We’re Looking For
Experience & Background

• Minimum 3+ years of client-facing experience in wealth management or financial advisory

• Proven track record in financial sales and client acquisition

• Experience with high-net-worth clients is advantageous

Qualifications

• Bachelor’s degree in business, finance, economics, or related field (or equivalent experience)

• Working toward or holding a UK Level 4 qualification (CISI/CII or equivalent) preferred

Skills & Attributes

• Strong analytical and numerical skills

• Excellent communication and interpersonal abilities

• High level of professionalism and integrity

• Self-motivated, ambitious, and target-driven

• Ability to assess risk and provide tailored financial solutions

What’s on Offer
Career Growth & Development

• Support toward achieving industry-recognized chartered qualifications

• Ongoing training and development programs

• Clear career progression within a growing international business

Earnings & Incentives

• Competitive, commission-based earning structure

• Strong earning potential based on performance

Work Environment

• Collaborative, growth-focused culture

• Access to international markets and diverse financial products

• Opportunities for global mobility and career expansion

Who This Role Suits
This opportunity is ideal for motivated Financial Advisors or Wealth Managers who:

• Are passionate about personal and professional development

• Thrive in a client-facing, performance-driven environment

• Want to build a long-term career in international financial services

• Are driven to grow their client base and assets under management

Apply for Wealth Manager Roles
If you are an ambitious Financial Advisor looking to grow within a supportive, forward-thinking firm, this is a strong opportunity to take your career to the next level.

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