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'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. xysqume With a growing expatriate community, excellent infrastructure, and a favourable tax environment, Milan offers an ideal base for international financial advisory professionals.

#J-18808-Ljbffr

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