Cross-border Financial Adviser

SW London

An exciting opportunity has arisen for an experienced Financial Adviser to join an established and growing international financial planning business. As they are growing, they will consider advisers with a variety of experience (2 years+).

The business specialises in supporting US expat clients living in the UK and Europe, providing holistic financial planning and investment management services.

Benefits

• Opportunity to work with an international client base
• Exposure to both UK and US financial planning
• Support towards professional qualifications
• Clear progression towards managing your own client relationships
• Hybrid working available
• London-based office
• Opportunity to develop across multiple areas of the business

About You

We’re looking for an experienced Financial Adviser who is proactive, commercially minded and keen to continue developing their career.

You’ll ideally have:

• Previous experience working as a Financial Adviser
• Experience with, or a strong interest in, expat clients
• Good financial literacy and an interest in investments
• A willingness to learn and develop
• US licence would be beneficial but is not essential - will support you to take (likely done within 6weeks)

If you’re an experienced Financial Adviser looking for a role offering international exposure, professional development and the opportunity to build your own client relationships, we’d be keen to hear from you.

Please apply with your CV for further information.