Location
Location: Milan, Italy. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.
About the Role
Our client is looking for a client-focused Financial Advisor Milan to join their partner firm in Milan, Italy. This role focuses on delivering tailored financial solutions to an international clientele, with an emphasis on cross-border planning, investment management, and wealth preservation. Milan represents a vibrant market for financial services professionals.
Key Responsibilities
• Offer strategic financial advice and wealth management services to a global client base
• Establish and maintain enduring client relationships through dedicated account management
• Carry out comprehensive financial assessments and ongoing portfolio reviews
• Develop bespoke financial plans incorporating investment, pension, and protection strategies
• Advise on multinational financial planning, cross-border investments, and asset structuring
• Handle UK pension transfer advice, QROPS arrangements, and international tax planning
• Ensure full compliance with all applicable financial regulations and company policies
Qualifications & Requirements
• Must hold UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
• Minimum 2-3 years of hands-on experience advising clients on financial matters
• In-depth understanding of investment strategies, pension planning, and wealth management
• Excellent verbal and written communication skills with strong client focus
• Prior experience working with expatriate or international clients is beneficial
• Dedicated to professional development and upholding regulatory requirements
What’s on Offer
• Uncapped commission-based earnings with excellent growth potential
• Investment in the successful candidate’s professional development through training and mentoring
• Relocation and visa sponsorship support for international hires
• Build a worldwide client portfolio with cross-border opportunities
• Comprehensive back-office and compliance support
• Progression opportunities within a growing international company
About Milan, Italy
Based in Milan, this role benefits from the city’s strong position in the global financial sector. With a growing expatriate community, excellent infrastructure, and a favourable tax environment, Milan offers an ideal base for international financial advisory professionals.
Apply for This Position
Take the next step in your career as a Financial Advisor Milan in Milan, Italy. Send your CV and a brief covering letter explaining your relevant experience and motivation for applying.
Location: , ,
Prestige IFA Jobs: Apply Here