US/UK Independent Financial Advisor
👥 Team | FSA
🔍 Focus | Cross-border financial planning, pensions, investments, retirement planning, estate planning
💡 Skills | Financial planning, client relationship management, cross-border advice, clear communication of complex matters
🧩 Requirements | Level 4 Diploma qualified (CII/CISI/DipFA), experience in pensions & investments, knowledge of FATCA, PFICs and US/UK planning considerations
📍 Location | Slough / London
The Role
We are looking for an experienced Financial Adviser to support a growing client base of US citizens, dual nationals and green card holders living in the UK. Working alongside our in-house US/UK tax team, you will provide integrated financial planning advice across both jurisdictions, helping clients navigate the complexities of cross-border financial and tax matters.
Key Responsibilities
- Provide advice on retirement planning, pensions, investments, estate planning and cashflow modelling for US-connected clients.
- Identify potential cross-border issues, including PFICs, FATCA implications and US-situs assets, before recommendations are implemented.
- Recommend investment solutions that are suitable for both UK and US regulatory and tax requirements.
- Manage and develop long-term client relationships through regular reviews and ongoing financial planning.
- Work closely with in-house tax advisers, solicitors and investment specialists to ensure joined-up advice and positive client outcomes.
Skills & Experience
- Level 4 Diploma qualified (CII, CISI or DipFA) as a minimum.
- Chartered status, or progress towards Chartered qualification, would be advantageous.
- Strong experience advising on pensions, investments, retirement and estate planning.
- Good understanding of cross-border planning considerations, including FATCA, PFICs and HMRC reporting-fund status.
- Previous experience working with US-connected clients would be highly beneficial.
- Strong communication skills with the ability to explain complex financial and tax matters in a clear and practical way.
Why Join Us?
This is an opportunity to work with an established and growing client base within a specialist area of financial planning. You will have access to in-house UK and US tax expertise, enabling you to provide a genuinely integrated service that few firms can offer. The role would suit an adviser who enjoys building long-term client relationships and delivering practical solutions to complex cross-border planning needs.