Financial Advisor – Milan, Italy

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7b2q5v

This role is suited to professionals seeking an international financial services career. Candidates from the United Kingdom and other international markets will have the opportunity to support expatriate and international clients while building experience in wealth management, investments and cross-border financial planning.

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.

All IFA job news at www.prestigeifajobs.com

Join our IFA and BDM Jobs Newsletter

Subscribe to get our latest content by email.

We respect your privacy. Unsubscribe at any time.

Built with Kit

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7b2q5v