Financial Planner UK/US planning

Exchange Street Claims & Financial Services

Posted 10 hours ago, valid for 19 days

London, Greater London EC1R 0WX

Full Time

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As much as you love the job, life at work is frustrating when you don't feel you have a voice.At this niche UK/US financial planning business you won't face those frustrations.One of the benefits of joining a small, start-up outfit like this is that you'll have a say in how they grow. A seat at the table to have an influence over proposition, strategy and culture. And an invaluable lesson in how to run and scale a business.There's already plenty to build on. They were only set up a couple of years ago and they've already grown AUM to an impressive figure. And with a steady flow of referrals and leads from professional connections, they're going to need an extra planner to cope with demand.Which is where you come in.You'll work alongside the MD who set up and oversaw such impressive growth. Supported by a specialist paraplanner you'll work with existing clients and build client numbers. As for the clients 50% of them are from the entertainment sector, so that's sports stars, musicians etc. The other 50% are business owners/leaders.Proposition wise you'll be independent. And not only that, you'll have a full range of solutions at your disposal e.g. VCT, EIS, mortgages and protection.Salary is to £85,000 and there are two bonus schemes. One is based on quality/values, the other on performance. But it's not a one size fits all structure - your targets will be tailored to you and agreed with you at the outset.As for other benefits:

Support with further qualifications, including study leave
Pension and death in service benefits
25 days holiday (+ Bank Holidays) per annum
The ability and support to work flexibly where appropriate
Cycle to Work Scheme
Private Medical Insurance (Bupa)

HERE'S WHAT YOU'LL NEED:You'll hold dual qualifications in the US and UK and have at least two years experience in cross-border financial planning. You'll also have a strong understanding of US and UK tax regimes and regulations.These are must-haves. Cross-border financial planning is a niche area requiring expertise and it's vital for this business that you have it. -----------------------------------------------------------------------------------------Ready to take your expertise to another level? Click apply.If you don't have a CV don't worry. Send us a way of contacting you and we can come to the CV later.Everyone will receive a response.