Financial Adviser - Milan

About the role

A client of Prestige IFA Jobs is looking for a client-focused Financial Advisor based in Milan, Italy, to join its partner firm. The role delivers tailored financial solutions to an international clientele, with an emphasis on cross-border planning, investment management and wealth preservation.

Key responsibilities

• Offer strategic financial advice and wealth management services to a global client base
• Establish and maintain client relationships through dedicated account management
• Carry out financial assessments and ongoing portfolio reviews
• Develop bespoke financial plans covering 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 compliance with all applicable financial regulations and company policies

Required profile

• UK-recognised financial advisory qualification (DipPFS, CISI Level 4, CFP or equivalent)
• At least 2-3 years of hands-on experience advising clients on financial matters
• In-depth knowledge of investment strategies, pension planning and wealth management
• Excellent verbal and written communication skills with a strong client focus
• Prior experience with expatriate or international clients is beneficial

What we offer

• Uncapped commission-based earnings with growth potential
• Training and mentoring for professional development
• Relocation and visa sponsorship support for international hires
• Back-office and compliance support, and progression opportunities

To apply, send your CV and a brief covering letter through Prestige IFA Jobs.