Financial Advisor – Milan, Italy

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/86wyjj

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.

Vuole candidarsi? Legga tutte le informazioni su questa posizione qui sotto, poi prema il pulsante per candidarsi.
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

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/86wyjj