Alexander Peter Wealth Management
Financial Adviser – Retirement Planning | Future US Opportunity
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Alexander Peter Wealth Management
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.
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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
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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.
Apply through LinkedIn with your CV and tell us a little about your current advisory experience.
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