UK-US Cross-Border Financial Advisor – Hybrid

Company: Capio Recruitment Financial Planning
Apply for the UK-US Cross-Border Financial Advisor – Hybrid
Location: London
Job Description:

Capio Recruitment Financial Planning is seeking a qualified financial adviser to serve a portfolio of US-connected clients living in the UK. The role blends UK financial planning with US tax and investment considerations to deliver comprehensive cross-border guidance.

You will work closely with in-house US/UK tax advisers and investment specialists, delivering retirement, pensions, estate planning and cashflow advice while building long-term client relationships in a hybrid working environment.

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Posted: October 3rd, 2026