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.
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📌 Financial Advisor – Milan, Italy (Milano)
🏢 Prestige Ifa Jobs
📍 Milano