Independent Financial Advisor - #1677419

Join Cameron James as an Independent Financial Adviser!

Are you a driven IFA with long-term career aspirations? Cameron James, is a modern company licensed by FCA (UK), SEC (USA), CySEC (EU), and GFSC, providing financial advice to clients in over 35 countries, with a strong focus on the UK market.

Why Cameron James?

• 
  Marketing Powerhouse: Our extensive marketing efforts generate £50k-£5M warm, qualified leads daily. New IFAs have handled £1.6M DC cases within weeks of starting.


• 
  Transparency Of Lead Allocation: No hidden conversations or leads. Every IFA knows every lead, and we assign leads based on suitability and work ethic.


• 
  Client Respect: With 195+ Google 5-star reviews and strong online presence, they value our advice before they even reach out to us. Take a look and see for yourself (https://www.youtube.com/c/CameronJamesPensionTransfer/videos).

Success At CJ:

• Hard work and technical knowledge are essential.


• High-quality, client-focused advice. Doing what is right for clients above all else.


• Soft skills are crucial to building trust and rapport with clients.


• We will help you improve every aspect of your meetings to ensure the right customer outcomes.

What You Get:

• 
  Leads - Transparent leads system (£50k-£5M) top-ranking SEO website (www.cjfinance.co.uk).


• 
  AUM - Opportunity to build AUM on an ongoing fee basis.


• 
  Founder & CEO - One-on-one training with our IFA & CEO (15 years experience).


• 
  Sales Manager - One-on-one training with our Sales Manager (20 years).


• 
  External Business Coach - Weekly session paid by CJ.


• 
  Fully Remote Work - No office days requirement.


• 
  Serious Admin - Over 20+ admin staff .

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 of SIPPs, International SIPPs, QROPS, QNUPS.


• Solid understanding of UK Protection, ISA, JISA, Junior SIPP, Bonds and IHT planning.

Apply Now:

• We get plenty of applications, so make your application stand out. 


• Send an email explaining who you are, or a video telling us why you want to join Cameron James


• Contact available at ***@cjfinance.co.uk and ************@cjfinance.co.uk