Cross-Border Financial Planner: US/UK Advisor

Cross-Border Financial Planner: US/UK Advisor

Full-Time 49500 - 60500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Advise US citizens and dual nationals on cross-border financial planning and tax matters.
  • Company: Oury Clark, a leading firm in integrated financial solutions.
  • Benefits: Competitive salary, flexible working hours, and professional development opportunities.
  • Other info: Join a dynamic team with a focus on client success and growth.
  • Why this job: Make a real difference in clients' lives by navigating complex financial landscapes.
  • Qualifications: Experience in financial advising and knowledge of US/UK tax regulations.

The predicted salary is between 49500 - 60500 Β£ per year.

Oury Clark seeks an experienced Financial Adviser to support a growing client base of US citizens, dual nationals and green card holders living in the UK.

You will work with the in-house US/UK tax team to provide integrated financial planning across both jurisdictions, addressing cross-border financial and tax matters.

You will advise on pensions, investments, retirement and estate planning, while identifying cross-border issues and delivering compliant investment solutions.

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Cross-Border Financial Planner: US/UK Advisor employer: Oury Clark

Oury Clark is an exceptional employer, offering a dynamic work environment in the heart of London where you can thrive as a Senior Associate in Commercial Litigation. With a clear pathway to Partnership and the opportunity to shape a burgeoning Dispute Resolution department, employees benefit from strategic mentorship and a collaborative culture that fosters professional growth and development. Join us to work with an international client base and make a meaningful impact in a boutique firm that values ambition and leadership.

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Contact Details:

Oury Clark Recruitment Team

We think you need these skills to ace Cross-Border Financial Planner: US/UK Advisor

Financial Planning
Cross-Border Tax Knowledge
Investment Advisory
Pension Planning
Estate Planning
Compliance Knowledge
Client Relationship Management