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Financial advisor

London
Permanent
Financial advisor
£70,000 a year
Posted: 3 October
Offer description

Our client is a boutique financial advice firm specialising in cross boarder advice to UK and US private clients. Their clients are globally based individuals and families seeking expert guidance in protecting and growing their wealth. They pride themselves on delivering personalised, strategic advice across retirement, investment, and pension planning, as well as high value life and health insurance. They are looking to hire a UK experienced Financial Advisor ( ideally level 6 ) to join the London team, and work closely with high-net-worth US and UK clients. They do not require someone to have US experience or qualifications as they are happy to train and develop in this area, however if you did have cross board experience or have given advice to the US market that would be an advantage. Key Responsibilities: Conduct thorough reviews of clients' financial circumstances, current financial provision, and future goals to identify their specific, pension life insurance and protection needs. Research, evaluate, and present tailored insurance products—term life, whole life, and variable life—that align with the client’s financial objectives. Develop and maintain long-term relationships with clients through ongoing support and periodic reviews of their pension, protection, and insurance needs. Stay abreast of current regulations and market trends to ensure advice is accurate, compliant, and effective. Actively prospect for new clients and develop business through professional networking and strategic partnerships. Clearly communicate complex financial concepts in a simplified and client-friendly manner. Analyse financial data and assess client risk profiles to support appropriate product recommendations. An ideal candidate will hold the minimum DipPFS qualification (or equivalent). Proven experience advising international private clients, ideally across both UK and US market but either market is fine. Strong knowledge of retirement, life insurance, health insurance, and pension products, as well as relevant regulatory frameworks. Ability to interpret and communicate complex information clearly. Demonstrated ability to build and nurture trusted client relationships. Hold the DipPFS as a minimum

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