Remote Financial Adviser — Build Your Planning Practice

Prestige IFA Jobs; United States; Remote; USD 100,000 - 160,000; Full time

Job summary

Prestige IFA Jobs is seeking an experienced financial adviser to build and lead a long-term planning-led client book. The role emphasizes continuing your current fee basis while delivering planning-led advice remotely from anywhere in the UK.

You will benefit from the firm's infrastructure, including fact-finds and portfolio monitoring, and you will collaborate with in-house cross-border, trust, and estate specialists to support clients comprehensively.

Qualifications

• Hold Level 4 Diploma as a minimum; Chartered or STEP is a strong positive.
• Have a current Statement of Professional Standing and a clean FCA record.
• Bring typically five or more years of advising and a transferable book of £15m-£100m.

Responsibilities

• Build a long-term planning-led client book.
• Keep your current ongoing fee basis and work remotely from the UK.
• Use the firm's infrastructure, from fact-finds to portfolio monitoring.
• Tap into in-house cross-border, trust, and estate specialists.

Skills

Client advisory

Book of business

Portfolio management

Relationship management

Education

Level 4 Diploma

Chartered/STEP beneficial

Job description

Prestige IFA Jobs is seeking an experienced financial adviser to build and lead a long-term planning-led client book. The role emphasizes continuing your current fee basis while delivering planning-led advice remotely from anywhere in the UK.

You will benefit from the firm's infrastructure, including fact-finds and portfolio monitoring, and you will collaborate with in-house cross-border, trust, and estate specialists to support clients comprehensively.