UK or South African qualified Financial Planners: New York, Florida, California

We would be interested in talking to any UK or South African qualified financial planners currently based in the USA who are seeking a long term career opportunity.

Est in 1987, Alexander Beard Group is a multi-disciplinary group involved in wealth management, pension's administration, financial planning and international employee benefits, with locally authorised and regulated offices in the UK with offices in the United Kingdom, United States, Australia, South Africa France and Holland.

Alexander Beard USA are looking for financial planners to offer our USA / UK; USA/SA cross border service proposition. This is primarily aimed at British and South African expats living in the US. We offer a full suite of FATCA compliant investment, pension and protection tools to our advisers who can advise on US domestic financial products and the assets clients leave behind in their country of origin.

We are a fee based organisation with an excellent reputation in the market. Alexander Beard is the only company who offer a full range of financial products for advisers to use. We are not ‘QROPS’ pushers like many of our competitors who operate in the United States.

Our remuneration package is very competitive with a guaranteed contractual partnership opportunity.

For further information please contact Paul Beard: Founder and Executive Chairman on or call + 44 151 346 5460.