Hybrid Cross-Border Financial Planner for UK-US Clients

Capio Recruitment is seeking a trusted financial adviser to manage a dedicated portfolio of US-connected clients living in the UK, including US citizens, green card holders and dual nationals.

The role blends mainstream UK financial planning with cross-border tax and investment rules, advising on retirement, pensions, investments, estate planning and cashflow, while collaborating with in-house US/UK tax advisers to deliver coordinated advice.

#J-18808-Ljbffr…