Wealth Management Advisor

Join Cameron James as an Independent Financial Adviser/Wealth Management Advisor!

Joining Cameron James is not a job move, it's a career move. We are a modern company licensed by FCA (UK), SEC (USA), CySEC (EU), and GFSC, providing financial advice to clients in over 35 countries globally, with a strong focus on the UK market.

Why Cameron James?

• Marketing Powerhouse: Our huge marketing efforts generate £100k-£5M warm, qualified customer enquiries in our inbox daily. 
• New IFAs have handled £1.6M DC cases within weeks of starting.
• Lead Allocation Transparency: No hidden conversations. Every IFA knows every lead, and we assign leads based on suitability and IFA work ethic.
• Real-world training including Role-Play from CEO with 15 years experience
• Client Respect: With 230+ Google 5-star reviews and big online presence, they value our advice before they even reach out to us.
• Take a look for yourself https://www.youtube.com/c/CameronJamesPensionTransfer/videos 

What we are looking for, someone who can deliver:🏆

• High-quality, client-focused advice. Doing what is right for clients above all else
• Questioning Skills to identify Customer needs also able to build strong Customer rapport.
• Presentation skills, gaining commitment from a suite of products and over coming objections
• Positive attitude, resilient, can handle rejection
• Genuine Drive and passion to be very successful
• Strong work ethic
• Technologically savvy
• Able to work remotely

What You Get: 🔎

• Customer enquiries - Transparent leads (£100k-£5M) from top-ranking SEO website (www.cjfinance.co.uk) and YouTube Channel
• AUM - Opportunity to build AUM on an ongoing fee basis
• Sales Manager - One-on-one training with our Sales Manager (20 years)
• External Business Coach - Weekly session paid by CJ
• No office days requirement
• In-house Admin - Over 20+ admin staff to do the heavy lifting on applications
• Honesty and transparency
• An agile firm

Experience & Qualifications: 📚

• RDR Level 4 Qualification (Minimum)
• US Series 65 Exam (a bonus)
• CFA Exams or CFA Candidate (a bonus)
• IFA experience and client bank (a bonus)

Responsibilities: 🎯

• Advise on UK DC Pension Transfers
• Assist with UK DB Pensions with authorised and regulated PTS Firm
• Knowledge & Learn SIPPs, International SIPPs, QROPS, QNUPS
• Introduce client's needs to Protection, ISA, JISA, Junior SIPP, Bonds and IHT planning
• Tight diary management
• Work in the UK and Global market

Apply Now: 💻

• Make your application stand out
• You can send a short video telling us why you want to make Cameron James your home
• Contact barry.howard@cjfinance.co.uk or 07737389630 (WhatsApp)