Self-Employed Financial Adviser (Fully Remote)

Prestige IFA Jobs; United States; À distance; USD 100 000 - 160 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client advisory

Book of business

Portfolio management

Relationship management

Formation

Level 4 Diploma

Chartered/STEP beneficial

Description du poste

• Build a long-term practice around your own planning-led client book.
• Keep your current ongoing fee basis and work remotely from anywhere in the UK.

Support:

• Use the firm's full infrastructure, from fact-finds to portfolio monitoring.
• Tap into in-house cross-border, trust, and estate specialists.

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.

A directly authorised and independently owned UK financial planning firm built for long-term advice. It is deliberately small, aiming for around twenty advisers, with a culture that values fit and transparent terms over scale.