Cross-Border Financial Adviser

Job Ref

91147

Location

Wimbledon

Salary

£40,000 - £120,000 Per Annum

Employment Type

Permanent

  • Location: Wimbledon, Greater London
  • Type: Permanent
  • Job #91147
  • Salary: £40,000 - £120,000 Per Annum

Cross-border Financial Adviser
London / Hybrid

An exciting opportunity has arisen for an experienced Financial Adviser to join an established and growing international financial planning business.

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 
  • Managing clients of the company as well as developing 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 able to complete 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.

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