Financial Advisor – Milan, Italy
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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 RoleOur 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
- 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
- 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
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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