Financial Advisor – Milan, Italy

Prestige IFA Jobs; Milano; In loco; EUR 50.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Uncapped commissions

Relocation support

Visa sponsorship

Descrizione del lavoro

Prestige IFA Jobs in Milan, Italy, is seeking an experienced Financial Advisor to serve an international client base. The role focuses on cross-border planning, investment management, and wealth preservation for expatriates.

Based in Milan, you will deliver tailored financial solutions, manage client relationships, and ensure regulatory compliance while benefiting from relocation and visa sponsorship support for international hires and uncapped commission opportunities.

Competenze

• UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).
• 2–3 years minimum of hands-on experience advising clients on financial matters.
• Experience with expatriate or international clients is advantageous; strong regulatory compliance focus.

Mansioni

• 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.

Conoscenze

Cross-border planning

Wealth management

Pension planning

Client relationships

Formazione

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)

Descrizione del lavoro

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.