Alexander Peter Wealth Management is looking for an experienced UK Financial Adviser to join our growing retirement planning business.

This is a little different from the typical Financial Adviser opportunity.

Alongside developing your career within our UK business, we are looking for someone who has an interest in potentially working in the United States in the future as our US operation continues to grow.

For the right candidate, this could include support towards obtaining the necessary US qualifications and licences, as well as potential US visa sponsorship/support, subject to eligibility and applicable immigration requirements.

The Opportunity

Initially, you will join our UK advisory business, working predominantly with clients who are approaching or already in retirement.

Your advice will cover areas including:

Pension consolidation
At-retirement planning
Pension drawdown and retirement income
Investment and ISA planning
Cash-flow modelling
Tax-efficient retirement strategies
Estate and legacy planning
Ongoing financial planning and client reviews

You will manage clients through the complete advice journey, from initial discovery and fact-find through to recommendation, implementation and ongoing advice.

Leads Provided

We invest significantly in our own marketing and lead generation.

You will have access to prospective clients generated through our marketing activity, rather than being expected to build your business entirely through self-generation.

We are therefore looking for an adviser who is technically strong but also commercially minded and comfortable converting new client opportunities.

A Potential Pathway to the US

Alexander Peter also operates a financial advisory business in the United States.

As this business grows, we want to develop advisers who understand our culture, systems and approach to financial planning and who may eventually want to work within the US market.

For the right person, there may be an opportunity to:

Gain relevant US financial services qualifications and licences
Receive support and training on the US retirement and investment market
Develop knowledge of 401(k)s, IRAs and US retirement planning
Work with British expatriates and internationally connected clients
Work alongside our existing US advisory business
Potentially relocate to the United States
Potentially receive support/sponsorship towards an appropriate US work visa, subject to eligibility and immigration requirements

You do not need any US qualifications or experience to apply.

We are looking for a strong UK adviser who is interested in developing those skills with us over time.

What We're Looking For

You will need:

UK Level 4 Diploma in Financial Planning or equivalent
Previous experience working as a UK Financial Adviser
Strong knowledge of pensions and retirement planning
Experience with pension consolidation and/or drawdown
Good understanding of the FCA-regulated advice process
Strong client-facing and relationship-building skills
Ability to convert prospective clients into long-term advice relationships
Good written and verbal communication skills
Experience using CRM and financial planning systems
A commercial, ambitious and self-motivated approach

Additional qualifications, Chartered status or experience working with expatriate/international clients would be advantageous but are not essential.

Why Alexander Peter?

Alexander Peter Wealth Management has been providing financial advice since 2010 and today operates across both the UK and United States.

We can offer:

Client leads provided
Established financial advisory infrastructure
Administrative and back-office support
Opportunity to build a substantial ongoing client bank
Strong focus on the growing at-retirement market
Professional development and training
Exposure to international financial planning
Potential support towards US qualifications and licensing
Potential pathway into our US advisory business
Potential future US visa support/sponsorship for an appropriate candidate
Long-term career progression within an international financial advisory group

Interested?

If you're an experienced Financial Adviser looking for your next opportunity — and the prospect of potentially developing your career in the United States appeals to you — we'd like to hear from you.