Cameron James - UK & Expat Financial Planning
IFA/Wealth Manager
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Job Title: Financial Adviser / Wealth Management Advisor (Experienced & Trainee)
Location: 100% Remote / UK National
Employment Type: S/E
About Cameron James
Most job postings promise a career move, point you to an old rusty filing cabinet, and wish you luck. Not here.
Joining Cameron James means stepping into a modern, global powerhouse. We are licensed by the FCA (UK), SEC (USA), CySEC (EU), and GFSC, serving clients in over 37 countries with a massive focus on the UK market. Whether you are a seasoned IFA with an existing client bank or a hungry trainee with an unstoppable drive—if you have the ambition, we have the platform.
Key Responsibilities
- Pension Advisory: Provide expert advice on UK Defined Contribution (DC) pension transfers and assist with UK Defined Benefit (DB) pensions alongside an authorized Pension Transfer Specialist (PTS) firm.
- International & UK Structuring: Master and deploy SIPPs, International SIPPs, QROPS, and QNUPS.
- Holistic Planning: Introduce clients to comprehensive wealth management solutions, including Protection, ISAs, JISAs, Investment Bonds, and Inheritance Tax (IHT) planning.
- Client Engagement: Build strong rapport, conduct high-impact video presentations, and maintain exceptional diary management in a fully remote setup.
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Why Cameron James is Different
- Inbound Marketing Engine: Our marketing team generates £100k–£5M in warm, qualified client enquiries daily. New IFAs have closed £1.6M DC cases within just 4 weeks of starting.
- Total Lead Transparency: No hidden conversations or favoritism. Every advisor sees every lead. Allocation is strictly based on suitability and work ethic.
- Instant Client Trust: Backed by 265+ 5-star Google reviews and a massive online footprint, clients already know and respect our brand before they hop on a call with you.
- Elite Mentorship & Training:
- Direct real-world role-play training with our CEO (16+ years experience).
- Weekly coaching sessions with an external Business Coach.
- 1-on-1 mentoring with our Sales Manager (20+ years experience).
- Operational Support: Focus 100% on advising. Our in-house team of 35+ administrative staff handles applications, processing, and heavy back-office lifting.
- Complete Agility: 100% remote working environment. No compulsory office days—work from anywhere.
What We Look For
1. The Mindset
- Driven & Hungry: You have a relentless desire to win, earn, and build an elite career. You don’t wait for opportunities—you chase them down.
- Relentless Work Ethic: You aren't interested in fluff or office politics. You put in the reps, stay focused on output, and take complete pride in your work.
- 100% Coachable: Ego gets left at the door. You actively seek out feedback, absorb lessons from our leadership team, and refine your approach daily.
- True Team Player: While you run your own desk, you contribute to a transparent, high-energy environment where everyone pushes each other to win.
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2. Technical & Background Essentials
- Experienced IFAs: RDR Level 4 Qualification minimum. (Bonus points for US Series 65, CFA candidates, or existing IFA experience/client bank).
- Trainees / Non-Industry: No financial industry background? No problem—provided you bring raw drive, high emotional intelligence, resilience to rejection, and an unstoppable attitude.
3. Execution Standards
- Commitment to high-quality, client-first advice.
- Exceptional questioning, listening, and presentation skills.
- Tech-savvy and capable of thriving in a fast-paced, 100% remote setting.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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