International Financial Advisor

International Financial Advisor

Superb opportunity for a professional with proven experience in financial services to join a busy and fast paced support team within a newly created role. If you have superior communication and organisational skills and would thrive working within a rapidly growing international company, don’t miss out on this exciting opportunity.

Founded in 1987, The Alexander Beard Group is an international organisation ( with a proven track record of providing a broad spectrum of financial services in the UK and abroad. Services range from corporate financial advice and individual financial planning in the UK, to specialist financial services such as overseas pension transfer arrangements for expatriates. The company headquarters encompass modern spacious offices based on the outskirts of Ellesmere Port which are conveniently located near to the M53 and M56, with additional offices in Yorkshire and London. The UK business has a long-standing workforce of 44 personnel, all focused on providing a high-quality service to clients.

The role in question is as an Adviser within our Expat and Emigration Division, providing a comprehensive service and be the first point of contact for clients in the UK and around the world. Your responsibilities and duties will include, although not be limited to:

  • Fact finding
  • Report writing
  • Advising on appropriate investment vehicles
  • Follow up and ongoing servicing

To be considered for this Financial Advisor role you MUST have the following experience, skills, knowledge and attributes:

  • To have gained either the AF3, AF7 or G60 qualification.
  • Proven experience working in an Advisor role within an IFA practice.
  • Excellent communication skills with the ability to clearly communicate with a range of professional clients including writing reports.
  • Understanding and knowledge of compliance within financial services
  • High level of attention to detail

The following would be advantageous, although not essential:

  • A future ambition to work in one of our overseas offices

In return;

Salary:  Competitive based on current experience and qualifications.                                                                   

Additional Benefits:  Monthly Bonus, 23-day annual leave plus statutory bank holidays rising to 27 days  after 4 years completed service. Monetary loyalty bonus after 5, 10, 15, and 20 years’ service, extra day off on your birthday, free car parking and Death in Service, Income Protection Scheme and Workplace Pension Plan

Hours of Work:  Monday to Friday, 9am–5pm

Contracted Hours:  35 hours per week

Contract Type:  Permanent

Location:  Ellesmere Port, Wirral (Cheshire County)