UK-US Cross Border Independent Financial Advisor

About the Company: A growing multidisciplinary advisory firm bringing together financial planning, UK and US tax, legal and investment expertise under one roof. Following continued expansion within its US tax offering, the business has developed a strong pipeline of Americans living in the UK who require genuinely joined-up cross-border financial advice. Rather than passing clients between unrelated specialists, the firm provides coordinated support through its in-house financial planning, tax, legal and investment teams. Role Summary: You will become the trusted financial adviser to a dedicated portfolio of US-connected clients living in the UK, including US citizens, green card holders and dual nationals. The role combines mainstream UK financial planning with the additional complexities created when US and UK tax and investment rules overlap. You will advise across retirement, pensions, investments, estate planning and cashflow while identifying cross-border issues before they create problems for the client. With a strong existing source of referrals and leads through the firm''s US tax practice, the focus is on high-quality advice and long-term client relationships rather than significant self-generated business development. You will also have the opportunity to contribute to the continued growth of a specialist cross-border financial planning proposition, supported by hybrid working and a comprehensive benefits package. Key Responsibilities: • Deliver cross-border ..... full job details .....