US/ UK Independent Financial Advisor

Oury Clark; Slough; On-site; GBP 55,000 - 90,000; Full time

Job summary

Oury Clark is seeking an experienced US/UK Independent Financial Advisor to support a growing client base of US citizens, dual nationals and green card holders living in the UK. Working with our in-house US/UK tax team, you will provide integrated financial planning across both jurisdictions.

The role involves retirement planning, pensions, investments, estate planning, cross-border considerations including FATCA and PFICs, and clear communication of complex tax matters to clients.

Qualifications

• Level 4 Diploma qualified (CII/CISI/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 clearly and practically.

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

Financial planning

Client relationship management

Cross-border advice

Clear communication

Education

Level 4 Diploma qualified (CII/CISI/DipFA)

Job description

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.