Independent Financial Advisor

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 ceo@cjfinance.co.uk and barry.howard@cjfinance.co.uk

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