Financial Adviser jobs in Kettering

Interested in developing your career in the US? This role offers an unusual potential pathway from UK financial advice into our growing US advisory business.”

Alexander Peter Wealth Management

We are looking for an experienced UK Financial Adviser to join our growing retirement planning business, with a unique opportunity for the right individual to potentially develop their career with us in the United States in the future.

Alexander Peter Wealth Management is an established financial advisory business operating in both the UK and US.

Our UK business provides independent financial advice across pensions, retirement planning, investments and wider financial planning, while our US business provides financial advice to US residents, including British expatriates and internationally mobile clients.

We are looking for an ambitious adviser who wants to build a successful career in the UK retirement market today, but who is also excited by the possibility of developing their qualifications and experience to work within the US financial services market in the future.

For the right candidate, there may be the opportunity for the company to support the process of obtaining the necessary US qualifications and potentially provide US visa sponsorship/support, subject to eligibility, business requirements and the relevant immigration requirements.

The Role

Your initial focus will be advising UK clients who are approaching or already in retirement.

You will work with clients across areas including:

• Pension consolidation and retirement planning
• Personal and workplace pensions
• Pension drawdown and retirement income
• Investment planning
• ISA and investment portfolios
• Cash-flow and retirement modelling
• Tax-efficient retirement planning
• Estate and legacy planning
• Ongoing financial planning and annual client reviews

You will be responsible for taking clients through the full advice process, from initial discovery and fact-finding through to recommendation, implementation and ongoing servicing.

Leads Provided

This is not a self-generation-only adviser position.

Alexander Peter invests in marketing and lead generation, and the successful adviser will have access to prospective clients generated through our marketing activity.

You will be expected to manage these opportunities professionally, build relationships with prospective clients and convert suitable opportunities into long-term financial planning clients.

We are therefore looking for someone who combines strong technical financial planning knowledge with the ability to communicate confidently with prospective clients.

Future US Opportunity

This is where this opportunity differs from a typical UK Financial Adviser position.

Alexander Peter also operates in the United States, providing financial advice to US residents and internationally connected clients.

As our US operation continues to develop, we are interested in identifying advisers who may eventually want to build part of their career in America.

For a suitable adviser, there may be an opportunity to:

• Undertake relevant US financial services qualifications and licensing.
• Receive support and training to understand the US retirement and investment market.
• Develop knowledge of US retirement arrangements, including 401(k)s, IRAs and other retirement plans.
• Work alongside our existing US advisory team.
• Develop experience advising British expatriates and internationally mobile clients.
• Potentially relocate to the United States in the future.
• Potentially receive company support/sponsorship towards an appropriate US work visa, subject to eligibility and applicable immigration requirements.

There is no requirement to relocate to the US immediately.

We are looking for someone who wants to establish themselves within our UK business first, but who views the opportunity to potentially work in the United States as an exciting longer-term career option.

About You

The ideal candidate will already be an experienced UK Financial Adviser with a strong understanding of pensions and retirement planning.

You should be commercially minded and comfortable developing relationships with new prospective clients as well as providing high-quality ongoing advice.

Essential Requirements

• UK Level 4 Diploma in Financial Planning, or equivalent.
• Previous experience working as a UK Financial Adviser.
• Strong knowledge of UK pensions and retirement planning.
• Experience advising clients on investments and retirement income.
• Good understanding of FCA requirements and the regulated advice process.
• Strong client-facing and relationship-building skills.
• Confident conducting telephone, video and face-to-face client meetings.
• Comfortable working with prospective clients generated through marketing and lead-generation campaigns.
• Strong written and verbal communication skills.
• Experience using CRM and financial planning systems.
• Ambitious, self-motivated and commercially focused.

Desirable

We would be particularly interested in candidates who:

• Have significant experience in the at-retirement and retirement planning market.
• Have experience with pension consolidation and drawdown.
• Hold qualifications above Level 4 or are working towards Chartered status.
• Have previously worked with expatriates or internationally mobile clients.
• Have an interest in the US financial services and retirement market.
• Would consider spending part or all of their career working in the United States.
• Are interested in obtaining US financial services qualifications and licences.

Previous US experience or US qualifications are not required.

Why Join Alexander Peter?

We believe this position offers something genuinely different from the typical UK Financial Adviser role.

You will have the opportunity to build a successful advice career within our established UK business while also having a potential pathway into one of the world's largest financial services markets.

We offer:

• Established financial advisory business.
• Client leads provided.
• Strong focus on the growing UK retirement and at-retirement market.
• Full administrative and back-office support.
• Opportunity to build a substantial ongoing client bank.
• Professional development and training.
• Exposure to international financial planning.
• Potential support towards US qualifications and licensing.
• Potential future opportunity to work within our US business.
• Potential US visa support/sponsorship for an appropriate candidate, subject to eligibility.
• Long-term career progression within a growing international financial advisory group.

About Alexander Peter Wealth Management

Alexander Peter Wealth Management was established in 2010 and has developed an international financial advisory business with advisers operating across the UK and United States.

Our UK business provides independent financial advice covering pensions, retirement planning, investments and wider financial planning.

Our US business provides investment and retirement planning advice to US residents, including British expatriates and internationally connected clients.

We are now looking for an ambitious adviser who can become an important part of the next stage of our growth.

Interested?

If you are an experienced UK Financial Adviser looking for a new challenge — and the prospect of potentially developing your career in the United States appeals to you — we would be very interested in hearing from you.

Please apply with your CV and a brief explanation of your current advisory experience and why the opportunity interests you.

Pay: £60,000.00-£200,000.00 per year

Benefits:

• Free parking
• On-site parking

Work Location: Hybrid remote in Peterborough PE3 6SR